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Journal
Monthly Updates
2013
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2020
The Case
Jan 2021
Pt 1. The case for emerging markets:
It's about time
Pt 2
.
The case for frontier emerging markets: The forgotten fifty
Jan 2021
Pt 3. The case for Evli Emerging Frontier: We go where others don't
Jan 2021
Blog posts
Blog Posts
Big in Turkey: Even taxi drivers know our names
Oct 2023
Gold-digging in Indonesia: Unearthing the hidden gem
Sep 2023
A trip to Asia: Hong Kong is 5x cheaper than Malaysia
Aug 2023
Cruising our port-folio: Why we ate Turkish delight in Tuscany
Apr 2023
Visiting Turkey: Quadrupling capacity and crying in meetings
Sep 2022
Nov 2020
Testing our portfolio for COVID-19: Why we sold Turkey
Sep 2020
The value of investor meetings: What we learned from 323 CEOs
Jul 2020
COVID-19: Protecting our portfolio with medical gloves
Apr 2020
Shareholder activism: How we failed to create value in 800 hours
Jan 2020
PRI in Person: Mingling with marketers
Nov 2019
30 Under 30: How a dead lizard inspired an ESG prodigy
Last month Argentina fell 50% in one day: We saw this one coming
Sep 2019
ESG in Egypt: A laughing matter
Jun 2019
Looking back: How re-visiting the past changed how we see the future
May 2019
12 Markets in 12 Months
12 Markets in 12 Months
A month in the Philippines: Beating the traffic (and the market)
Jun
2019
A month in Malaysia: Finding another gem on "Treasure Island"
Jul 2019
A month in Indonesia: Offending Trump in Bali
Aug 2019
A month in Bangladesh: Investing billions in world's best market
Sept 2019
A month in Pakistan: An altercation at the ministry of finance
Oct 2019
A month in Thailand: Driving three hours to see an empty factory
Nov 2019
A month in Vietnam: Closing the deal
Dec 2019
A month in Saudi Arabia: Piercing the veil
Jan 2020
A month in South Africa: The road to nowhere
Feb 2020
A month in Turkey: Retreating from coronavirus
Mar 2020
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