Client Communications

Presentations, Insights, and Events

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East Africa Investment Forum
May 22, 2020
Nairobi, Kenya
Asia Investment Forum
June 21, 2020
Singapore

Ashton Global Presentation

International Small-Cap Fund Presentation

Africa Frontiers Fund Presentation

Ashton Global Direct Lending Fund Presentation

Ashton Global Litigation Finance Fund Presentation

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.

Infrastructure and Power Opportunities in Kenya

Kenya already has an impressive record for developing its infrastructure and power system. According to the World Economic Forum (WEF) Global Competitiveness Report, Kenya has the most competitive economy in East Africa. Although it is still a frontier market, Kenya's road quality is above average at 61 out of the 140 nations evaluated by the WEF.

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.

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...

India: A Growing Market for Private Equity

The best investments often reveal themselves during downturns, and India has shown strength in adversity. India’s economy continued to thrive even as rising interest rates in the United States put pressure on emerging markets. World Bank statistics show that...

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.