Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at /bookclub.Ģ:07 – (First question) – How Kingsway was conceived, their focus on frontier emerging markets, and his career pathġ1:57 – What are the best company builders good at when it comes to fostering a brandġ8:30 – How country-specific factors impact the tailwindĢ5:43 – How markets are faring in these special circumstancesģ2:09 – Building a book in many of the markets they trade-inģ7:10 – Understanding your edge in frontier markets, showing upģ9:59 – Importance of solid distribution for the companies he invests inĤ4:10 – Moving beyond consumer brands in these marketsĤ7:14 – Some of the most interesting countries they are looking into and the country business modelĤ7:42 – Guns, Germs, and Steel: The Fates of Human SocietiesĤ7:44 – Civilization: The West and the RestĤ7:46 – Why Nations Fail: The Origins of Power, Prosperity, and Povertyĥ3:21 – New topics he’s excited to learn about that will impact his business over the next 10-20 yearsĥ5:37 – Best way for people to get involved and invest in these marketsĥ8:17 – Kindest thing anyone has done for him Please enjoy my conversation with Manny Stotz.įor more episodes go to /podcast.
Listeners will know my interest in Frontier Markets runs deep, so I was excited to have one of the categories leading investors join me. As you listen you’ll hear why this may be relevant for the companies Manny focuses on and may accentuate the opportunity in Frontier Markets even relative to the numbers quoted in this conversation. It is important to note that we recorded this conversation before COVID, and these markets have fallen 30% without a similar rebound in prices that we’ve seen in the U.S. We discuss the opportunity in these markets from all angles: demographics, valuations, sectors and beyond. Manny is one of the leading investors in Frontier Markets, investing in equities in countries like Egypt, Bangladesh, and Pakistan. My guest today is Manny Stotz, the founder of Kingsway Capital.
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