L2 Capital

In today's episode, Marcelo López spoke with Kiyan Zandiyeh, CEO and Portfolio Manager at Sturgeon Capital, a London-based investment management company founded 15 years ago and focused on frontier markets in Central Asia and the Caucasus. Kiyan explains that the company, although based in England, has teams scattered in loco in the countries in which they invest in. This enables them  to follow the local perspective and to manage, in an optimized way, the investments they make in these markets. The main opportunity highlighted by Zandiyeh and the central theme of this episode is Uzbekistan, a country that, according to him, has essentially attractive characteristics, such as large population, favorable demography, economic diversity, large reserves of natural resources and solid foundations in terms of public finances. Sturgeon, who has invested in Uzbekistan for 8 years, has followed the profound transformation that the country has undergone in the past 2 and a half years, since the president died and