In this podcast episode, the focus is on the investment opportunities in frontier markets, where Kingsway Capital aims to uncover outstanding prospects amid the stark differences in global equity performance. Manny offers valuable insights into spotting quality businesses that boast high returns and intangible assets, such as strong brand recognition. He also addresses the unique benefits and challenges of investing in underdeveloped regions like Bangladesh and Sub-Saharan Africa. By highlighting the significance of local connections, strategic capital investment, and demographic trends, the discussion not only reveals the potential for impressive returns but also underscores the key factors that make these markets attractive for investors seeking long-term growth.
