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Frontier Markets
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 15, 2026 |
East Capital Jacob Grapengiesser
|
View | AI, Emerging markets, Frontier Markets, Memory | 000660.KS, 005930.KS, 8306.T, NVDA | AI, China, emerging markets, frontier markets, Korea, Memory, Outperformance, Valuations |
| 2025 Q3 | Oct 8, 2025 |
East Capital Jacob Grapengiesser
|
View | AI, China, Emerging markets, Frontier Markets, Rates | - | Artificial Intelligence, China, emerging markets, frontier markets, interest rates |