Bryn Mawr Trust CIO talks about Trump-era investment landscape

The US presidential and congressional elections ushered in a new set of variables for investors to consider, according to Ernest E. Cecilia, CFA, chief investment officer at Bryn Mawr Trust and a speaker at the marcus evans Private Wealth Management Summit Spring 2017, taking place at the Ritz-Carlton Orlando, Grand Lakes, in Florida on June 4-6. In this environment,… Continue Reading

EXCLUSIVE: Sun Global chief says US shale oil a threat to OPEC influence

By Andrei Skvarsky. Sun Global Investments chief executive Mihir Kapadia argues that the current decline in the oil price is largely the result of growing shale oil production in the United States and that the US shale industry’s performance may undermine the influence of the Organization of the Petroleum Exporting Countries (OPEC). Continue Reading

Asia Frontier Capital (AFC) – February 2017 Newsletter

“While it might seem that anyone can be a value investor, the essential characteristics of this type of investor – patience, discipline, and risk aversion – may well be genetically determined.” – Seth Andrew Klarman is an American value investor, hedge fund manager, philanthropist, in the hedge fund manager hall of fame, and founder of… Continue Reading

China finance minister says govt debt risks under control

By Andrei Skvarsky. China’s finance minister has put the total debt ratio of the country’s central and local governments at 36.7 per cent, arguing that this level is not high and will not change much by the end of 2017, that government debt risks are controllable, and that the government still has room for borrowing. Continue Reading

Asia Frontier Capital (AFC) – January 2017 Newsletter

“What you pay for an investment is the single biggest determinant for how successful that investment will be. When equity prices are high, your returns will be lower. When they are cheap, your returns will be higher.” – Barry Ritholtz AFC Funds Performance Summary The team at Asia Frontier Capital would like to wish all… Continue Reading

The Trump Effect: What New Opportunities It Can Open For Business

Donald Trump is now the President of the United States. It is time for him to put turn his campaign promises into reality, and while that comes with several implications, some of the most positive implications are reserved for business. While there have been concerns surrounding a potential conflict of interest, the market seems to… Continue Reading

Moorgate Capital reports second ‘milestone’ deal for 2016

By Andrei Skvarsky. Moorgate Capital, a London-based financial advisory firm, has announced the completion of this year’s second “milestone” transaction it has been involved in, a deal in which one of its serial clients, a leading European producer of packaging, was sold to an investment company. Continue Reading

Asia Frontier Capital (AFC) – November 2016 Newsletter

“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.“ – Paul Samuelson, Nobel Laureate, American Economist AFC had another great month with all funds recording positive returns in November 2016 with the AFC Asia Frontier Fund and the AFC Vietnam Fund… Continue Reading