Silk Frontier Market Strategy
Outline
The Silk Africa and Frontier Markets strategy invests in listed securities across the entire Global Frontier Markets with a dominance in Africa, Asia, and the Middle East. We invest in companies with successful local business models who will benefit from a rising middle class in the regions across sectors.
At Silk Invest we believe that this new generation of nations will lead the future. Our focus in these dominant markets is to invest in the stocks which will both outperform their local peers and become true leaders in their field. The frontier markets offer an enormous opportunity for investors who seek to capture the rise of the consumerism by investing in local entrepreneurs who create scalable businesses that can benefit from a rising middle class.
Our well-established local presence in the major frontier markets allows us to benefit from an on the ground perspective when we evaluate the business models of local companies. Silk Invest’s investment strategy also actively focuses on the ESG framework and Women empowerment in the respective regions.
The strategy is available to investors globally; we offer a number of vehicles for this strategy as well as separately managed accounts.
Silk Emerging Africa Bond Fund
Outline
The strategy Invests in fixed income instruments across the African markets. These are effectively off benchmark Emerging and Frontier market bonds issued by sovereign issuers. We identify and act upon opportunities in both hard (USD) and local currency bonds.
Similar to emerging markets debt in the 1990s, Africa’s fixed-income markets are now opening to international investors. The Africa fixed income investment universe has benefited from tremendous growth dynamics during the past decade. Investors are increasingly attracted by a combination of relatively high yields, low correlation with the major markets, as well as improving liquidity.
Given the continued uncertainty across global financial markets, we therefore believe investing in the African bond market will offer clients an unconventional yet rewarding offering.
The strategy is available to investors globally; we offer a number of vehicles for this strategy as well as separately managed accounts.
