Kudu Fund

Kudu Emerging Markets Limited is the London based investment advisor to the Kudu Fund, an equity absolute return product. The fund, domiciled in Bermuda, specialises in the dynamic regions of emerging Europe, the Middle East and Africa (EMEA).

The Kudu Fund's objective is to produce long term superior and consistent absolute returns by capitalising on uncorrelated investment themes across the EMEA region. These regions remain under-researched at both an industry and company level, allowing for substantial and exploitable inefficiency in equity pricing and valuation. These opportunities are realised by a rigorous process of in-depth company research coupled with a deep and long understanding of the markets in which we operate. The depth and quality of the research enables the fund to take non-consensual views, a strategy that has worked well and which sits comfortably with our investment philosophy. The team has been very successful in identifying both undervalued and overvalued securities with a process focused on basic investment principles and common sense.

Founding shareholder, George Case has extensive experience in the absolute return industry and, in particular, emerging markets. He has a substantial amount of his personal wealth invested in the fund