Polunin Capital Partners Limited was established in 2001 to provide Emerging Markets Investment Strategies for Institutional Investors.
Our investment approach uses a replacement cost valuation model to mimic the investment decision making process of corporate investors. We believe this long-term perspective outperforms the short-term horizon of most financial investors. Portfolios are constructed from the cheapest 25% of companies in each industry focusing on those sectors which are valued at long term cyclical low points. Portfolio characteristics and performance attribution are largely uncorrelated with the main emerging market equity benchmarks, and most of our peer group. We believe this delivers valuable diversification benefits for our investors.