Category: Special Situations

ESG Adds Value for Our Investors

Ashton Global has historically used ESG factors which are vital when valuing companies in emerging and frontier markets. We utilize the Five Forces Model from Michael Porter when applying ESG analysis to our investments. Ashton Global looks at the effects of ESG goals on fair value and revenue, and we also carefully evaluate the consequences of ESG for project costs.

The Advantages of Investing in Opportunity Zones

Opportunity zones have significant tax advantages for investors and were designed to revitalize parts of the country left behind during the decade-long economic recovery in the US. Some of them are in old industrial areas and inner cities. Investing in opportunity zones can offer high returns but is important to focus on asset quality and sustainability.

Opportunities in Healthcare Real Estate

The idea of investing in healthcare real estate is intuitively appealing. The healthcare and real estate sectors often outperform the S&P 500. When we look closer, a combination of demographic and economic factors supports the growth of healthcare real estate.

Bhutan: An Investor’s Dream

Bhutan combines a strong record of economic growth with an equally impressive commitment to the environment, society, and good governance. Bhutan also enjoys a favorable location between India and China, two of the fastest-growing economies in the world. A burgeoning travel industry and a young private sector complete the picture. […]

Private Equity in Latin America

Stock markets in Latin America are like the US markets of the late 20th century in many respects. The Latin American equivalent of the post-WWII baby boom occurred decades later, which suggests that stock valuations could increase substantially. World Bank statistics on market capitalization as a percentage of GDP support […]

Emerging Opportunities in Direct Lending

Emerging markets offer favorable conditions for the growth of direct lending. Direct lending is not only profitable for investors, but it also supports communities by providing more affordable credit to job-creating small businesses. The Demand from Small Businesses Small businesses have long faced difficulties in obtaining loans from large financial […]