Jennie C Ahrén, Partner and Chief Sustainability Officer at Tundra Fonder, is featured this week in the Swedish Chamber of Commerce in Singapore’s leadership series. Here, Jennie shares her thoughts on frontier and emerging markets, transparency, and long-term investing . Read more here: https://shorturl.at/1MDmS

March marked by war concerns The fund declined by 9.8% in USD terms (EUR: -7.7%) during the month, compared with MSCI FMxGCC Net TR (USD), which fell by 8.1% (EUR: -5.9%), and MSCI EM Net TR (USD), which declined by 13.1% (EUR: -11%). In absolute terms (USD), Kazakhstan contributed the most positively (+0.1%). The largest negative contributions came from Egypt (-2.7%), Bangladesh (-2.1%), and Vietnam (-1.6%). Relative to the benchmark, our underweight position and stock selec

Tundra’s Chief Investment Officer, Mattias Martinsson, joins EFN Börslunch to discuss frontier markets and a few exciting investment cases 📊 Watch the episode here (SWE): https://efn.se/play/fonden-som-hittar-vinnare-dar-andra-inte-letar

PAKISTAN WEIGHED ON AN OTHERWISE POSITIVE MONTH In USD, the fund rose 0.1% (EUR: +1.0%) during the month, compared with MSCI FMxGCC Net TR (USD), which advanced 1.6% (EUR: +2.5%), and MSCI EM Net TR (USD), which gained 5.5% (EUR: +0.6%). In absolute terms, Bangladesh contributed most positively at (+1.6% absolute contribution to portfolio return), followed by the Philippines (+0.7%) and Nigeria (+0.6%). The largest negative contributions came from Pakistan (1.7% negative cont

Tundra’s portfolio manager Simon Sidmalm appears on Dagens industri’s Börsmorgon to discuss emerging markets and a few interesting investment cases. Watch the segment here (SWE): https://www.di.se/ditv/borsmorgon/forvaltaren-om-den-heta-marknaden-finns-kvar-koplagen/

The successful convening of the first Lanka Impact Investment Summit 2026 has marked a significant milestone for Sri Lanka’s sustainable finance journey. Hosted by LIIN (Lanka Impact Investing Network)  and GSG Impact Sri Lanka, the Summit brought together policymakers, development partners, investors, enterprises, and ecosystem builders from Sri Lanka, South Asia, and beyond. We are pleased to be a part of this momentum, with Chau Le  (ESG Analyst | Engagement Lead at Tundra

POSITIVE START TO THE YEAR In USD, the fund rose 5.7% (EUR: +4.5%) during the month, compared with MSCI FMxGCC Net TR (USD) which rose 4.4% (EUR: +3.1%), and MSCI EM Net TR (USD) which rose 9.0% (EUR: +7.7%). Measured in absolute return contribution in USD terms, Egypt contributed positively (+2.3% absolute contribution), Vietnam (+1.5%) and Bangladesh (+1.3%), while the Philippines (-0.2%) and Indonesia (-0.1%) delivered the largest negative contributions. Relative to the in

AN UNUSUAL YEAR DRAWS TO A CLOSE In USD the fund declined by 0.8% (EUR: -2.3%) during the month, compared with a gain of 4.5% for the MSCI FM ex GCC Net TR (USD) (EUR: +2.9%), and a gain of 2.9% for the MSCI EM Net TR (USD) (EUR:+1.3%). In absolute terms, Pakistan contributed positively (+0.8%), as did Egypt (+0.4%), while Vietnam (-0.5%), Sri Lanka (-0.5%), Philippines (-0.4%), and Bangladesh (-0.3%) were the largest detractors. In USD relative to the benchmark, the most neg

A long-standing Tundra Christmas tradition is to support organisations working locally in our core markets. This year, our Christmas donation goes to Shamseya for Innovative Healthcare Solutions - an Egyptian social enterprise creating sustainable, community-based solutions to healthcare challenges, with a strong focus on women’s health, mental health, and patient-centred care. We are proud to contribute to locally driven impact. Wishing all our partners and collaborators a