Emerging Markets Quarterly Investment Letters- Q1 2024

Kunal is Co-Portfolio Manager for Global Emerging Markets Equities at GIB Asset Management. Kunal has over 10 years of experience in investing in Emerging and Frontier Markets, having most recently been a Partner at Mobius Capital Partners. Prior to Mobius Capital Partners, he was the Lead Manager of the award-winning Neptune India Fund as Head of Indian Equities, and also served as a portfolio manager on the Neptune Global Emerging Markets Fund.

Kunal graduated from Oxford University with a first-class degree in Economics and Management and is a CFA Charterholder.

Marcin is Co-Portfolio Manager for Global Emerging Markets Equities. Marcin has over 11 years of experience in investing in Emerging and Frontier markets, having also most recently been a Partner at Mobius Capital Partners.

Before Mobius Capital Partners, he was Lead Manager of the first quartile Morningstar-ranked Templeton Eastern European Fund at Franklin Templeton, alongside being part of the Global Emerging Markets equity team, emerging market Active Ownership group and Private Equity strategy.

Marcin graduated with an MA from the Warsaw School of Economics and holds an MBA from INSEAD. He is a CFA Charterholder.