A Globetrotter’s Take on FEM Investing
Co-founder and CIO Jonathan Binder draws upon decades investing in out-of-the-way markets while discussing present conditions in Frontier and Emerging Markets around the world. Just because the leading investment firms have largely pulled back from Frontier and Emerging Markets (FEM) doesn’t mean opportunities have gone away. In fact, if you have a critical eye, an open mind, and a patient mindset, plenty of investment opportunities still exist in virtually every corner of the globe.
Meet Consilium: New Ideas in the Next Emerging Markets
In a recent webinar, market veterans Jonathan Binder and Charlie Cassel, co-founders of Consilium Investment Management, shared how their equity strategies provide institutional investors with differentiated access to an untapped opportunity set in under-represented markets.
Tyranny of the Index
As the popularity of passive index investing has soared in recent years, we’ve watched in dismay as Frontier and Emerging Market (FEM) indexes have gained market share. To counter the thinking that Index-driven investing is better access our white paper.