Gemcorp Capital

since 2014
  • 51-200 employees
  • Investment Management

Gemcorp Capital

Our mission is to unleash the potential in emerging markets and make them accessible to investors everywhere.

We believe that institutional portfolios are overexposed to the familiar and underexposed to the essential. As global allocators face shrinking real returns, rising volatility, and geopolitical fragmentation, emerging markets present a unique opportunity.

To unleash this opportunity, we are redefining emerging markets investing. We do this by focussing on private markets specialising in emerging market private credit, with capabilities across public and private markets. We have allocated over $8bn in investments across 25 countries in the emerging world since our inception in 2014.

Learn more at gemcorpcapital.com

All data as at 31.12.2024

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The case for investing in Saudi Arabia
  • 8 days ago

Saudi Arabia is rapidly evolving into a dynamic and diversified economy, benefiting from strong reform momentum, favorable demographics, rising foreign direct investment, and a government committed...

By Gemcorp Capital
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Commodity Watch: Hot Dogs and the case for ABF
  • 10 days ago

Behind the picnics and barbecues, the pageants and festivities sits a sophisticated supply chain that seamlessly delivers our food. Meat must be procured, casings secured, and products distributed.

By Gemcorp Capital In Commodities, Sustainability
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Navigating opportunities, myths and strategies in EM Private Credit
  • 13 days ago

Unmasking the Potential provides a thorough overview of the emerging market private credit asset class, fleshes out the opportunities and takes a deep dive into how the asset class is perceived by...

By Gemcorp Capital
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Commodity Watch: Fragmentation, restriction and the flow of commodities
  • 15 days ago

Trade restrictions on commodities have increased price uncertainty and volatility. For one, commodities are trading at different prices in different geographies.

By Gemcorp Capital In Commodities
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Commodity Watch: Is Fracking Cracking?
  • 21 days ago

The first commercial fracking job in 1947 used a 75-horsepower (hp) pump and produced 3.5 bbls/minute (barrels per minute). Today, a typical job uses 5000hp+ (I’ve felt the power of those pumps) an...

By Gemcorp Capital In Commodities
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Gemcast Episode 2: The world of commodity backed private credit
  • 23 days ago

In episode two of Gemcast, Ahmad Al-Sati, Portfolio Manager at Gemcorp Capital introduces commodity backed private credit.

By Gemcorp Capital In Commodities, Portfolio Construction, Private Markets, Fixed Income
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Commodity Watch: Heterogeneity
  • 27 days ago

Fires move fast. Moderate winds can drive them to 3-6 miles/hour. At that speed, Manhattan would be consumed in under 8 hours if it were a forest. Bad things happen quickly, but there are mitigants...

By Gemcorp Capital In Commodities, Sustainability
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Gemcast Episode 1: Niche, global or both, the future of private credit
  • 1 month ago

In episode one of Gemcast, Felipe Berliner, Co-Founder and Head of Structuring at Gemcorp Capital discusses the future of private credit.

By Gemcorp Capital In Thematic / Megatrends, Private Markets, Fixed Income
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Commodity Watch: The long bond goodbye?
  • 1 month ago

A tepid auction of the 20-year US government bond on May 21st added to investors’ concerns about higher debt and persistent inflation. Granted, the 20-year is not popular (it was shelved from 1986...

By Gemcorp Capital In Commodities, Macro, Fixed Income
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