Sep
2017
Tundra case – Aisha Steel
Aisha Steel Mills Limited (ASML) bought on behalf of three of Tundra Fonder’s funds represents a sustainable mid-sized steel company in Pakistan. The case study establishes the global water, energy…
Aug
2017
Holidays in our funds 1 & 4 Sept
Due to local holidays Tundra Pakistan and Tundra Frontier Opportunities will be closed for trading on Friday September 1st and Monday September 4th.
Aug
2017
Rising Powers – Investing in Iran, risks and opportunities
Rising powers interviews Tundras’ Johan Elmquist on the risks and opportunities of investing in Iran. Five years ago Iran was in deep international isolation, US and European imposed sanctions had largely…
Aug
2017
TUNDRA FONDERS MONTHLY UPDATE JULY 2017
Frontier markets fell 2.4% (EUR) during July. African and European frontier markets outperformed. Nigeria rose 6% and continued to gain foreign investors’ confidence after the country implemented a new currency…
Aug
2017
Information regarding change of fund name, new fund rules and merger
Tundra Fonder has decided to change the name of Tundra Frontier Opportunities Fund to Tundra Sustainable Frontier Fund. The change in name will take place on November 6th 2017. The…
Jul
2017
TUNDRA FONDERS MONTHLY UPDATE JUNE 2017
The appreciating Swedish krona resulted in frontier markets ending June at -1.5% in SEK terms. In USD terms, the asset class (MSCI Frontier Markets xGCC Net) however rose by 1.5%….
Jun
2017
Trading holidays due to midsummer and Eid al-fitr
Jun
2017
Frontier Markets – Where will you be invested in three years?
On June 1st, Pakistan was formally upgraded to emerging market status by MSCI. In June 2018, Argentina is a probable upgrade candidate and in 2-3 years it is realistic that…
Jun
2017
TUNDRA FONDERS MONTHLY UPDATE MAY 2017
May turned out to be an eventful month for frontier markets and the asset class ended the month at +4.1% (SEK). Africa outperformed during May and Nigeria rose by 15.7%…
Jun
2017
Tundra Focus – Views on ESG in Vietnam
Since we opened our office in Ho Chi Minh City last year, several of us from Tundra have had the opportunity to visit Vietnam. This report gathers some of our impressions on ESG-related…