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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Blackrock Frontiers Investment Trust Plc | BRFI | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 0.00 | 0.00% | 148.00 | 16:29:55 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 147.50 | 147.50 | 149.00 | 148.00 | 148.00 |
| Industry Sector |
|---|
| EQUITY INVESTMENT INSTRUMENTS |
| Top Posts |
|---|
Posted at 20/3/2024 07:59 by spangle93 Kepler discussion on BRFIListened to it in the car... warning, may cause drowsiness. |
Posted at 01/3/2024 13:23 by davebowler Master Investor-New Frontiers The last of the core additions is BlackRock Frontiers (LON: BRFI) that offers an attractive way to gain exposure to a broad range of frontier markets. It is run through a hybrid approach of bottom-up stock picking and top-down analysis, based on both fundamental research and the latest geopolitical developments. BRFI invests in the smaller emerging and frontier markets, in an attempt to benefit from under-researched opportunities in countries such as Vietnam, Hungary and Chile. Within these areas the managers try to take advantage of mispriced value and long-term growth opportunities, with the end result being a concentrated portfolio of between 35 and 65 stocks. Numis rate the management team highly and say that they have built an excellent long-term record through stock selection and asset allocation. The fund suffers from investor apathy towards the asset class, which is why they think the seven percent discount offers value. |
Posted at 26/8/2023 13:53 by spangle93 Latest Kepler researchBRFI offers exposure to countries seeing rapid GDP growth and experiencing development from a rapid base, with the spread of basic industries and demographics providing endogenous drivers behind earnings growth. This looks like an attractive long-term investment to us, particularly when considering it can be accessed at a 5.7% discount. |
Posted at 22/12/2022 18:23 by spangle93 Latest Kepler researchStill time to get in before the final ex-dividend date of 6 Jan |
Posted at 23/7/2022 06:19 by spangle93 More paid research from KeplerNote the wider discount than usual |
Posted at 07/2/2022 12:57 by sharesoc We are hosting a webinar with BlackRock Frontiers Investment Trust plc (BRFI) 22 February 2022, which may be of interest to current shareholders or potential investors. Sam Vecht and Emily Fletcher (co-managers) will be presenting. You can register here: |
Posted at 18/6/2021 09:18 by spangle93 Latest Kepler research update on BRFI |
Posted at 02/1/2021 13:23 by spangle93 Kepler end of year viewThe dramatic snap-back in the performance of BlackRock Frontiers since the news of a breakthrough on a vaccine for Coronavirus began to filter through underlines what could be an interesting entry point for investors seeking exposure to emerging markets, and puts the trust back on the front foot after a difficult year. As we discuss in our detailed note on the trust, BRFI invests in ‘true’ emerging markets – ignoring the eight largest emerging economies which make up almost 90% of the average IA Global Emerging Markets fund according to Morningstar data - and investing instead in the smaller emerging markets and frontier markets, which includes countries like Indonesia, Vietnam and the Philippines. Valuations in these countries have suffered during the flight to safety and liquidity which has accompanied the pandemic, and they have missed out on the waterfall of money which has poured into big tech and ecommerce, neither of which features heavily here. Even as they begin to rebound valuations in smaller developing countries remain very low and we believe have the potential for room to run, particularly if the current obsession with tech and ecommerce begins to lose its sheen and growth focussed investors begin to seek pastures new. Ordinarily, economic growth in these countries and stock market performance tends to be more endogenously driven and so less correlated to global peers. The exception is during global crises such as this one, the scale of which has seen all boats falling with the tide. However, despite their apparent economic fragility compared to richer countries, many of the smaller developing nations have been more resilient to the pandemic. Populations in these countries are, on average, younger than those in the developed world or in the larger and better known ‘emerging&rsqu This has spared them the worst impacts of the pandemic from a public health perspective and, importantly, their inability to conjure up vast quantities of cash via debt issuance has – for once – been a blessing in disguise, meaning they have not embarked upon the immense debt spree which has been seen in Europe and the United States, and for which we will be paying for until our children are old and grey. This combination of factors means that in our view the countries in BRFI’s portfolio are particularly sensitive to any global economic rebound whilst also, because they remain at relatively low valuations, equipped with some insulation against the downside should the recovery stumble. A weaker dollar environment, which is possible especially if a Biden administration manages to implement a large fiscal stimulus, should also benefit BRFI’s universe. We think the rise in the net exposure in recent months and elimination of the short book shows how positive the managers are on the current opportunity. Against this backdrop the current discount (-1.5%) – even though it has tightened in recent weeks – may well prove attractive as a potential entry point for some investors - given that for most of the last five years BRFI has traded on a premium to NAV. |
Posted at 06/11/2020 08:14 by hiddendepths Hasn't apparently generated any interest though. I guess investors' attention is elsewhere. |
Posted at 11/2/2014 16:08 by gateside Outlook for 2014In 2013, Frontier Markets attracted increasing attention from international investors and subsequently saw substantial inflows. However, with an institutional AUM of approximately $20bn in Frontier Markets, the asset class is still small versus the approximately $1 trillion of institutional assets under management which tracks emerging markets. As a result, the typical investor base within Frontier Markets remains significantly different to more developed markets and Frontier Markets remain relatively immune from the short-term vagaries of global financial markets. Whilst Frontier Markets have shown relatively strong performance since the inception of the Company, we would highlight that the majority of the index performance has been driven by earnings growth rather than an expansion in valuation multiples. Therefore, in general, Frontier Markets are no more expensive now than they were just over 3 years ago when we launched the Company and we continue to find attractive investment opportunities across various countries. Within certain Frontier Markets, the recent performance has been exceptionally strong, a fact that has not gone unnoticed by a number of unlisted companies in these countries. We expect 2014 to be the year when both private and state owners of companies take the opportunity to crystallise the value of their holdings by listing their companies on the stock market and anticipate the start of an IPO (initial public offering) boom in Frontier Markets. |
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