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Invest Like the Best with Patrick O'Shaughnessy
Manny Stotz - Frontier Markets Investing - [Invest Like the Best, EP.169]
Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.colossus.com
Show Notes
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My guest today is Manny Stotz, the founder of Kingsway Capital. Manny is one of the leading investors in Frontier Markets, investing in equities in countries like Egypt, Bangladesh, and Pakistan. We discuss the opportunity in these markets from all angles: demographics, valuations, sectors and beyond. It is important to note that we recorded this conversation before COVID, and these markets have fallen 30% without a similar rebound in prices that we’ve seen in the U.S. As you listen you’ll hear why this may be relevant for the companies Manny focuses on and may accentuate the opportunity in Frontier Markets even relative to the numbers quoted in this conversation. Listeners will know my interest in Frontier Markets runs deep, so I was excited to have one of the categories leading investors join me.
Please enjoy my conversation with Manny Stotz.
This episode is brought to by Koyfin.
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
Follow Patrick on Twitter at @patrick_oshag
Show Notes
– (First question) – How Kingsway was conceived, their focus on frontier emerging markets, and his career path
– What are the best company builders good at when it comes to fostering a brand
– How country-specific factors impact the tailwind
– How markets are faring in these special circumstances
– Building a book in many of the markets they trade-in
– Understanding your edge in frontier markets, showing up
– Importance of solid distribution for the companies he invests in
– Concentration in various markets
– Moving beyond consumer brands in these markets
– Some of the most interesting countries they are looking into and the country business model
– Guns, Germs, and Steel: The Fates of Human Societies
– Civilization: The West and the Rest
– Why Nations Fail: The Origins of Power, Prosperity, and Poverty
– New topics he’s excited to learn about that will impact his business over the next 10-20 years
– Best way for people to get involved and invest in these markets
– Kindest thing anyone has done for him
Learn More
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
Follow Patrick on Twitter at @patrick_oshag
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