On this episode, Mattias Martinsson (Chief Investment Officer at Tundra Fonder) outlines his bull case for Pakistan, his investing framework and his opinions on specific companies/sectors.
Mattias is a frontier markets specialist with an investment portfolio concentration in selected regions. Hs investing approach focuses on the fundamentals of a company together with the growth prospects of the industry. What sets Mattias and his team apart from their peers is the local presence of Tundra Funds in the regions they operate in. Tundra has research offices in Karachi, Pakistan and Ho Chi Minh City, Vietnam.
See the interview here.
Kundgrupp / Investortype:
* Ontario and Quebec