Frontier Markets Investing

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[00:02:07] – (First question) – How Kingsway was conceived, their focus on frontier emerging markets, and his career path

[00:11:57] – What are the best company builders good at when it comes to fostering a brand

[00:18:30] – How country-specific factors impact the tailwind

[00:25:43] – How markets are faring in these special circumstances

[00:32:09] – Building a book in many of the markets they trade-in

[00:37:10] – Understanding your edge in frontier markets, showing up

[00:39:59] – Importance of solid distribution for the companies he invests in

[00:42:12] – Concentration in various markets

[00:44:10] – Moving beyond consumer brands in these markets

[00:47:14] – Some of the most interesting countries they are looking into and the country business model

[00:47:42] – Guns, Germs, and Steel: The Fates of Human Societies

[00:47:44] – Civilization: The West and the Rest

[00:47:46] – Why Nations Fail: The Origins of Power, Prosperity, and Poverty

[00:53:21] – New topics he’s excited to learn about that will impact his business over the next 10-20 years

[00:55:37] – Best way for people to get involved and invest in these markets

[00:58:17] – Kindest thing anyone has done for him