reports
- James Carthew
Significant latent value?
Aberdeen Frontier Markets (AFMC)’s manager has been re-positioning the portfolio by reducing exposure to Sub-Saharan Africa, adding companies in new markets and re-introducing the momentum factor. There is a now a greater tilt to the Asia Pacific region, where Vietnam accounts for over a quarter of the portfolio. AFMC holds a concentrated selection of companies that offer the prospect of double-digit earnings growth paired with inexpensive valuations (the weighted average current year P/E ratio ...
- James Carthew
Significant latent value?
Aberdeen Frontier Markets (AFMC)’s manager has been re-positioning the portfolio by reducing exposure to Sub-Saharan Africa, adding companies in new markets and looking capture more of the momentum in markets. There is a now a greater tilt to the Asia Pacific region, where Vietnam accounts for over a quarter of the portfolio. AFMC holds a concentrated selection of companies that offer the prospect of double-digit earnings growth paired with inexpensive valuations (the weighted average current ye...
- James Carthew
Incentivised to perform
Mark Gordon-James, manager of Aberdeen Frontier Markets (AFMC), has made a material personal investment in the trust, and therefore has shared in the pain experienced by AFMC’s shareholders as the fund has underperformed a falling benchmark. He is, however, convinced of the fundamental attractions of the stocks in AFMC’s portfolio and believes that these will, in time, be reflected in AFMC’s NAV returns.
- James Carthew
Incentivised to perform
Mark Gordon-James, manager of Aberdeen Frontier Markets (AFMC), has made a material personal investment in the trust, and therefore has shared in the pain experienced by AFMC’s shareholders as the fund has underperformed a falling benchmark index. He is, however, convinced of the fundamental attractions of the stocks in AFMC’s portfolio and believes that these will, in time, be reflected in AFMC’s NAV returns.
- Matthew Read
Long term growth opportunity
”‹Aberdeen Frontier Markets Investment Company (AFMC) offers investors a diversified exposure to the superior growth prospects offered by frontier markets. Its managers believe that weak commodity and energy prices, as well as concerns over Chinese growth, have weighed heavily on the sector and the vast majority of investors are now underweight. A valuation gap has opened up, versus developed markets, but AFMC’s managers see the potential for a strong recovery should a rebound in earnings growth...
- Matthew Read
Long term growth opportunity?
”‹Aberdeen Frontier Markets Investment Company (AFMC) offers investors a diversified exposure to the superior growth prospects offered by frontier markets (stock markets that aren’t classified as developed or emerging). Its managers believe that weak commodity and energy prices, as well as concerns over Chinese growth, have weighed heavily on this area and the vast majority of investors are now underweight. A valuation gap has opened up, versus developed markets, but AFMC’s managers see the pote...
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