Opportunities in emerging and frontier markets
Tundra Fonder specializes in emerging markets, with particular expertise in frontier markets. We have chosen this niche because we see significant long-term opportunities for investors looking to invest in emerging and frontier markets. Today, around 50% of the world’s population lives in these countries, and over time their share of the global population is expected to increase significantly. Economic growth is higher than in many developed economies, while a substantial share of future industrial expansion is expected to take place in these markets. Young and growing populations, combined with significant scope for productivity gains, create attractive conditions for long-term investment. Through our funds, investors can gain exposure to some of the world’s fastest-growing economies.
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 Fonder 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.
