Frontier Market Insights
Scott emphasizes the importance of incremental research and understanding investment theses, even if much of the research doesn't lead to portfolio additions. He shares excitement about opportunities in frontier markets, particularly in Africa and Russia, highlighting unique, high-quality investments that have outperformed developed markets. Despite the risks, he believes in finding compelling opportunities that offer significant returns.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)
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