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FICC Focus
Gemcorp CEO Delivers Masterclass in EM Private Credit: EM Lens
Feb 24, 2025
Atanas Bostandjiev, the founder and CEO of Gemcorp Capital Management, specializes in private credit investments in emerging and frontier markets. He discusses innovative strategies for mitigating risk while enhancing performance, emphasizing securitization and local dynamics. Bostandjiev highlights profitable sectors like infrastructure and power, along with the importance of exit strategies. He also dives into how U.S. economic policies influence emerging markets and the critical role foreign investment plays in unlocking growth potential.
22:34
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Quick takeaways
- GemCorp's tailored investment strategy in emerging markets prioritizes local borrower engagement and customized financial solutions to address capital shortages.
- The firm's focus on effective exit strategies and meticulous investment structuring helps mitigate risks associated with currency depreciation and investor access challenges.
Deep dives
Differentiated Investment Approach in Emerging Markets
GemCorp employs a unique and tailored strategy for investing in emerging markets, focusing on direct lending, trade finance, and private equity. The firm aims to address the capital shortage that many emerging economies face by engaging closely with local borrowers and understanding their specific needs. This approach enables GemCorp to provide customized financial solutions for critical infrastructure projects, healthcare, and energy, among others. The firm's local presence and knowledge allow it to redefine how capital is allocated, distinguishing it from typical asset allocators that rely on algorithmic models.
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Discover
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