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Frontier
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 9, 2025 |
Asia Frontier Capital Thomas Hugger
|
View | Emerging markets, Consumer, Infrastructure, Frontier, Vietnam | - | consumption, emerging markets, frontier markets, infrastructure, Vietnam |
| 2025 Q3 | Dec 2, 2025 |
Frontaura Global Frontier Nick Padgett
|
View | Frontier | - | consumption, demographics, frontier, Inefficiency, reforms |
| 2025 Q2 | Jun 30, 2025 |
Asia Frontier Capital Thomas Hugger
|
View | Frontier | - | diversification, emerging growth, frontier markets, reforms, Valuations |
| 2025 Q2 | Aug 20, 2025 |
Lux Capital Josh Wolfe
|
View | Frontier | - | Artificial Intelligence, Biotech, energy, frontier tech, Robotics |
| 2025 Q2 | Jul 9, 2025 |
Frontaura Global Frontier Nick Padgett
|
View | Frontier | EMIRATES UH, MUCPIY IND, UBA NL, ZENB LN | consumption, demographics, frontier, mispricing, reforms |