Attractive investment climate
Tundra Fonder specializes in emerging markets with distinctive, deep expertise in frontier markets. We’ve chosen this niche because we see substantial, long-term opportunity in the asset class. Today, 50% of the world’s population lives in these countries, and in 50 years they are expected to account for about 70%. Economic growth is significantly higher than in developed markets, and a large share of the world’s future manufacturing base will be built here. Young populations and ample scope for productivity gains create a highly attractive investment environment.
Why frontier
markets?
High-growth potential
Frontier markets - home to ≈ 50% of the world’s population - are urbanizing fast and moving up the income curve, supporting a structural growth premium over advanced economies.
Low correlation
Frontier markets often move independently of developed markets, offering valuable diversification benefits and reducing overall portfolio risk.
Undervalued opportunities
Many frontier markets trade at lower valuations compared to peers in emerging and developed markets, providing strong potential for re-rating as growth and governance improve.
Why invest with Tundra
Experience
Our fund managers have close to three decades of experience from investing in frontier & emerging markets. Since 2011, Tundra has invested through multiple cycles in frontier & emerging markets.
Specialized expertise
A focused franchise dedicated to frontier & emerging markets - nothing else.
Local presence
Local teams on the ground, disciplined process and global oversight.
Deep fundamental research
Repeatable, bottom-up analysis and active engagement with management teams.
Sustainability at the core
Material ESG factors are integrated from idea to exit to manage risk and unlock value.
Markets with high potential
Young demographics, urbanization and productivity create long runways for growth.
