Why subscribe?
Terra incognita is a term used in cartography for regions that have not been mapped or documented. At Sturgeon, we thrive on investing in the next unmapped digital ecosystems.
Subscribe to follow Sturgeon as they invest in companies that can create or capture substantial market share in geographies that have recently developed a minimum viable digital infrastructure such that they can support new digital business models that have thrived in analogous emerging markets.
The blog should be of particular interest to anyone interested in the investment opportunities created by the digital transformation of developing markets. We have all seen the extent of tech value creation in the likes of Asia and LATAM, and we are hunting for the next significant countries in line for digitalisation.
Our core geographic focus is Bangladesh, Central Asia, Egypt, and Pakistan, and we retain the right to invest opportunistically in adjacent markets where there are clear synergies and cross-border potential.
Our articles will split into the following topics:
Our view and advice on the current market
Sector thought pieces
Timeless investment principles applied to our markets
Company deep dives
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