Emerald Group Chairman Letter
The 2008 financial crisis and most recent acute global economic and political events have reshaped the landscape of investing in international markets. The investment community has become increasingly hypersensitive to headline and perceived risk across asset classes and geographies, particularly in the context of an uncertain and rather grim outlook for global economic growth.
Events driven market sentiment has also challenged the conventional investment paradigm and has forced investors to reengineer, reshuffle, consolidate or shed assets in an effort to be more risk averse.
Today’s emerging market investors and asset managers face a contoured investment landscape; one that favours strategic, focused and adaptive growth strategies, that optimize expenditure, maximize efficiency and embrace the long-term intrinsic growth prospects of communities, businesses, and countries.
The most forward thinking investors and managers are teaming up with specialized advisors, establishing local partnerships, and creating bespoke, executable regional and sub-regional strategies that account for the full spectrum of variables – economic, political, and social alike. Success from now on will largely be driven by partnerships, expertise, and disciplined navigation. This strategy is delicately woven into the fabric of our company’s history, and has been integral to our success since our inception.
At Emerald Group, resolve amid turbulence, dexterity in the face of opportunity, and far-reaching market expertise is at the core of our business. Stability and consistency of services despite an evolving global economic landscape has cemented our firm as a partner of choice for emerging markets investment.
The recent shift in the investment landscape has prompted Emerald Group to adapt, refocus our core competencies, and position the company to better capitalize on emerging market opportunities spawned from an evolving global economy. As such, Emerald Group has developed a new strategic direction to focus on the following three sectors:
- Emerald Investments: Focuses on private investment opportunities
- Emerald Capital: Focuses on Banking and Financial & Capital Markets
- Emerald Resources: Focuses on Oil & Gas, Mining and Commodities trading
This corporate adaptation was designed and executed by the board to better suit the ambitions of our financial backers and to position the firm to better capitalize on opportunities in the market. It is our belief that participating in these sectors will drive material growth across our business, and give rise to new blue-sky growth opportunities. Emerald Group is now equipped with a platform that operates harmoniously: Three verticals that are synchronized for maximum value addition to our investors and stakeholders, and optimized to meet the current demands of the market.
At Emerald, we believe in emerging markets growth and are both enthusiastic about the opportunities and humbled by the challenges that they present. Our unrivalled ability to adapt and navigate the ever-changing landscape of these markets is a testament to our management’s capability, deep expertise, strategic partnerships, global presence, and our financial capability to invest in opportunities and manage our own assets. These attributes equip Emerald Group with the latitude to execute on a wide range of opportunities without being at the mercy of liquidity.
We are steadfast in our mission to source, vet, and invest in frontier and emerging market countries with the intent to build a truly global business and contribute to the growth and development of emerging markets globally.
Chairman and CEO