Conversations
We participate in podcasts and record our own content with the intention of providing investors and friends insights into our firm, the partners, as well as our investment process and philosophy.
10 Dec 2024 Podcast with Jamie Carter
8 Nov 2024 Conversation with Leila & Rufus
24 Oct 2024 Podcast with Leila Kardouche
18 Oct 2024 Conversation with Leila & Eko
Investor Letters
We write quarterly letters covering a variety of topics relevant to markets and capital allocators. Our goal in sharing these is to stimulate interesting conversations.
Our vision for what we are building
Variis Stakeholder Investing - Grab Case Study
Global EM versus Country/Regional
Team managed investment approach
Moat analysis in the context of business quality
EM businesses with DM analogues