Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
AFC funds delivered a strong August performance, powered by macro turnarounds in Bangladesh and Sri Lanka, alongside a booming infrastructure and FDI landscape in Vietnam.
Full Quick Take
AFC funds delivered a strong August performance, powered by macro turnarounds in Bangladesh and Sri Lanka, alongside a booming infrastructure and FDI landscape in Vietnam.
AFC Asia Frontier Fund delivered 23.1% returns in 2024, the second consecutive year of strong outperformance. Pakistan and Sri Lanka led gains globally, driven by monetary easing and economic recovery. Vietnam achieved 7.0% GDP growth despite stock market underperformance. Fund maintains positive 2025 outlook across key markets with continued structural improvements and policy support.
Full Quick Take
AFC Asia Frontier Fund delivered 23.1% returns in 2024, the second consecutive year of strong outperformance. Pakistan and Sri Lanka led gains globally, driven by monetary easing and economic recovery. Vietnam achieved 7.0% GDP growth despite stock market underperformance. Fund maintains positive 2025 outlook across key markets with continued structural improvements and policy support.