Tag: Frontier Capitalist Series

Venture Capital in Cambodia?

Frontier market venture capital and private equity is a unique niche. Therefore, when I first met Christophe Forsinetti, co-founder of DEVENCO, I knew I had to invite him to speak at our Cambodia Meet Up. His presentation was well received.   A little background… A relatively young Cambodian Frenchman, Christophe

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Cambodia’s Silk Trade – Opportunity Knocking…

Sometimes you get lucky and stumble upon great people and companies by accident. I sure did during my first weeks in Cambodia. Walking along the Riverside (the neighborhood I call home) I strolled into a silk garment shop to check out their local wares. The General Manager, Laurence Karatau and

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Libya, Frontier Markets FX and “Streaming” Agriculture

We’ve written a bit herein about our friend and colleague, Kevin Virgil. Kevin is a West Point graduate, veteran of the US military and a true boots-on-the-ground frontier markets investor. He’s also a damn nice guy! You can get a bit more background by reviewing our posts: Libya – The

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A Conversation with Harris Kupperman – Part Deux

We ended the last post (the first part of a discussion with Harris Kupperman – “Kuppy”) discussing Mongolia and then Cambodia. In this discussion Harris and I moved on to the state of the world economy, and Japan in particular. ——- Chris: We’re living in a very unique investing environment

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A Conversation with Harris Kupperman – Part 1

For long time readers, Harris Kupperman (Kuppy) needs no introduction. For more recent readers Harris is a friend, fellow cynic, hedge fund manager and CEO of Mongolia Growth Group (Ticker: YAK.V). Someone crazy enough (we are very grateful) to move from sunny Florida to Ulanbaatar in order to take advantage

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How to Invest in Frontier Markets

Investing in frontier markets is a challenge due to lack of liquidity and significant set-up times. One way to circumvent these problems is to Invest in other people’s expertise through a managed fund. We work hard to associate ourselves with smart individuals where we can reciprocate value. This not only

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The “Informal Economy” – Makeshift

Today’s post comes to us from our on-the-ground man in SE Asia, Scott. You may remember Scott, who is now an integral part of our team, from his post Why I Ditched California for Mongolia. Before Scott left for Asia earlier this year he met an interesting guy. I’ll let

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The Risks of (Not) Investing in Frontier Markets – Central Asia

Today we’ll conclude our conversation about Central Asia with Clemente Cappello from Sturgeon Capital. Corporate governance, transparency and management are three things you need to focus on when doing your due diligence, but that’s just the beginning. ——– Chris: Corporate governance is always an issue in frontier markets. How do

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