19
Dec
2018
News, Reports
Tundra Christmas Donation 2018

Each year during the holiday season Tundra Fonder makes a small carefully considered financial contribution to an organisation working with vulnerable sections of society. This year we chose Alliance Anti…

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20
Dec
2017
News, Reports
Tundra Christmas Donation 2017

Each year during the holiday season Tundra Fonder makes a small carefully considered financial contribution to an organisation working with vulnerable sections of society. This year we chose ECPAT PEaCE,…

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27
Nov
2017
News, Reports, Sustainable, Vietnam
Why Index Investing in Frontier Markets is Not Always a Good Idea
FLC Faros Construction JSC (ROS) is a new blue chip stock in Vietnam with a market cap of USD 3.8bn that has run close to 1,800% since its listing debut...
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27
Sep
2017
News, Reports, Sustainable
Tundra Semiannual Sustainability Report 2017

Tundra Fonder’s Semiannual Sustainability Report shares highlights from the first six months of 2017. At Tundra we believe that ‘ESG’ – the inclusion of environmental concerns, social factors and corporate…

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19
Sep
2017
News, Pakistan, Reports, Sustainable
Tundra Comment – Pakistan: Where do we go from here?

PAKISTAN – WHERE DO WE GO FROM HERE? Since the peak on May 24th earlier this year, the Pakistan equity market has corrected significantly. From peak to bottom the MSCI…

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14
Sep
2017
News, Pakistan, Reports, Sustainable
Tundra case – Aisha Steel

Aisha Steel Mills Limited (ASML) bought on behalf of three of Tundra Fonder’s funds represents a sustainable mid-sized steel company in Pakistan. The case study establishes the global water, energy…

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16
Jun
2017
Africa, News, Pakistan, Reports, Sustainable, Vietnam
Frontier Markets – Where will you be invested in three years?

On June 1st, Pakistan was formally upgraded to emerging market status by MSCI. In June 2018, Argentina is a probable upgrade candidate and in 2-3 years it is realistic that…

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8
Jun
2017
News, Reports, Sustainable, Vietnam
Tundra Focus – Views on ESG in Vietnam

Since we opened our office in Ho Chi Minh City last year, several of us from Tundra have had the opportunity to visit Vietnam. This report gathers some of our impressions on ESG-related…

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23
Feb
2017
News, Reports
Tundra annual sustainability report 2016

In this Annual Sustainability report we summarize our efforts within ESG during the past year. Tundra’s ESG process is governed by international standards of responsible investing and has been so…

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27
Jan
2017
News, Reports, Sustainable
Tundra Case – Daewoo Express Bus Services

This case report on Daewoo Express Bus Services, the largest and one of few organized transportation companies in Pakistan, describes an investment where the business case is very closely linked…

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