Chat with Andrew Stern
Emerging Markets Hedge Fund Manager
About Andrew Stern
In 2018, while most funds fled Turkey after the lira collapsed 40%, Andrew Stern doubled down, not with leverage, but with on-the-ground verification: deploying local analysts to audit factory output in Bursa, cross-checking port manifests against customs data, and mapping informal dollarization patterns in Ankara bazaars. That granular, boots-on-the-ground macro approach, blending satellite imagery analysis with street-level price surveys and central bank staff interviews, became the blueprint for his fund’s 23% CAGR across frontier markets from 2019, 2023. He doesn’t model ‘risk premia’; he maps how a drought in northern Nigeria reshapes Lagos’ informal credit networks, or how Vietnam’s new semiconductor export licensing rules quietly reroute $1.7B in FDI flows. His edge isn’t forecasting, it’s reverse-engineering policy intent from implementation friction, regulatory silence, and the lag between lawbooks and lunchtime market behavior.
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Chat with Andrew Stern NowConversation Starters
Not sure where to begin? Try asking Andrew Stern:
- “How did you adjust your Nigeria position when the CBN banned parallel FX trading in March?”
- “What’s the real bottleneck holding back scale-up in Bangladesh’s RMG export finance?”
- “Which ASEAN central bank’s recent reserve diversification move surprised you most—and why?”
- “How do you weight informal cross-border trade data versus official stats in Myanmar?”