Research:
We are an organization dedicated to research, analysis and ideas. Thank you for reviewing this sampling of our publications library.
Research Trip Reports:
Springtime in the Fall (Georgia, Romania, Slovenia)
December 2023
A Brave New Frontier
May 2020
Optimism in the Cradle of Civilization
April 2020
On the Streets of Bangladesh and Sri Lanka
November 2019
Evaluating Opportunities in a Period of Dynamic Change
October 2019
Pakistan Seeks a Return to Glory
June 2019
“Mini Me” – Vietnam, Sailing in China’s Wake
May 2019
Quotes From West Africa
December 2018
Learning Lagos
August 2018
Published Research:
JOI 30th: Time of Reckoning in the Emerging Markets
June 2022
JOI Looking Both Ways
Spring 2017
“The Journal of Investing”
Winter, 2016. Active Versus Passive
“Frontier Market Equity Investing: Finding the Winners of the Future”
May 2011, Research Foundation of the CFA Institute
“The Gloom, Boom, & Doom Report”
June, 2010. The Final Frontier – Orphan Markets
“The Journal of Behavior Finance”
May, 2009. Investing in the Unknown and the Unknowable
“The Journal of Investing”
Winter, 2008. Diversification Snapshot
“The Journal of Investing”
Fall, 2007. The case for Frontier Markets
White Papers:
A Developing Opportunity in Developing Countries
May 2021
“TO HAVE AND HAVE NOT” Are “Have Not” Countries Really Emerging?
October 2020
Ten Investment Implications of 5G
September 2019
Opportunities in the 5G Buildout
September 2019
Achieving Performance Excellence
June 2019
Thinking Outside the Index
March 2019
Downside Correlation Convergence
March 2019
Succeeding with Active Portfolios in a Passive World
December 2018
Moving the Needle: The Optimization Opportunity with Frontier Markets
May 2018
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