GEMCAST - Where Private and Emerging Markets Meet

In episode 7 of Gemcast, Viloshan Govender, Portfolio Manager at Gemcorp Capital, discusses the huge growth in demand for critical minerals, the key drivers behind this and the crucial role the emerging world has to play in meeting this. Drawing on his career journey he sheds light on the challenges investors face and how Gemcorp Capital is using its expertise to unleash this opportunity.Important Information This podcast has been prepared solely for informational purposes by Gemcorp (as defined below), is confidential and may not be reproduced. This podcast does not constitute an offer or solicitation of an offer with respect to the purchase or sale of any security and should not be relied upon when evaluating the merits of investing in any securities or form the basis of an investment decision. The information in this podcast has been obtained from various third-party sources, some of them forward-looking statements and/or projections. Any forward-looking statements and/or projections are inherently subject to material business, economic and competitive risks and uncertainties, many of which are beyond Gemcorp’s control. In addition, these forward-looking statements and/or projections are subject to assumptions with respect to future business strategies and decisions that are subject to change. No representation is made or assurance given that such statements, opinions, estimates, projections and/or forecasts in this podcast are complete or correct or that any objectives set out in this podcast will be achieved. Gemcorp does not undertake to update this information, nor does it accept any liability for any such third-party information or any conclusions set out herein. No statement in this podcast, including any references to specific securities, assets classes and/or financial markets is intended to or should be construed as investment, legal, accounting, business or tax advice. The contents of this podcast do not constitute an investment recommendation. This podcast expresses no views as to the suitability of any investments described herein to the individual circumstances of any recipient. If an offer to sell investments is made in the future, it will be made by a formal prospectus, instrument of incorporation and subscription document, or similar documents and not on the basis of the information contained in this podcast, and any such offer will only be made to the extent it is in accordance with the laws and regulations applicable in the jurisdiction in which such offer is being made. This podcast is not directed to, or intended for distribution to or use by, any person or entity that is a citizen or resident or located in any locality, state, country or other jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation. In the United Kingdom, this podcast is communicated to Professional Clients only by Gemcorp Capital Management Limited which is authorised and regulated by the Financial Conduct Authority (the “FCA”) (Reference number: 952794) and has its registered address at 1 New Burlington Place, London, W1S 2HR, United Kingdom. In the United States, Gemcorp Capital Advisors, LLC, is registered as an investment adviser with the U.S. Securities and Exchange Commission (the “SEC”) under the Investment Advisers Act of 1940, as amended (CRD # 329386/SEC#:801-130200). In the Abu Dhabi Global Market (“ADGM”), this podcast is communicated to Professional Clients only by Gemcorp Capital Management (Middle East) Limited with registered office address Unit 20, Level 7, Al Maryah Tower, Abu Dhabi Global Market Square, Al Maryah Island, Abu Dhabi, United Arab Emirates and which is regulated by the ADGM Financial Services Regulatory Authority (Financial Services Permission Number: 220156).

In episode 6 of Gemcast we are joined by Walter Pacheco, Chairman of Kassai Capital our domestic asset manager in Angola. Walter draws on his extensive experience in developing capital markets across Africa to shed light on the importance of domestic capital, how to mobilise it and what Kassai Capital is doing to drive development in Angola.Important Information This podcast has been prepared solely for informational purposes by Gemcorp (as defined below), is confidential and may not be reproduced. This podcast does not constitute an offer or solicitation of an offer with respect to the purchase or sale of any security and should not be relied upon when evaluating the merits of investing in any securities or form the basis of an investment decision. The information in this podcast has been obtained from various third-party sources, some of them forward-looking statements and/or projections. Any forward-looking statements and/or projections are inherently subject to material business, economic and competitive risks and uncertainties, many of which are beyond Gemcorp’s control. In addition, these forward-looking statements and/or projections are subject to assumptions with respect to future business strategies and decisions that are subject to change. No representation is made or assurance given that such statements, opinions, estimates, projections and/or forecasts in this podcast are complete or correct or that any objectives set out in this podcast will be achieved. Gemcorp does not undertake to update this information, nor does it accept any liability for any such third-party information or any conclusions set out herein. No statement in this podcast, including any references to specific securities, assets classes and/or financial markets is intended to or should be construed as investment, legal, accounting, business or tax advice. The contents of this podcast do not constitute an investment recommendation. This podcast expresses no views as to the suitability of any investments described herein to the individual circumstances of any recipient. If an offer to sell investments is made in the future, it will be made by a formal prospectus, instrument of incorporation and subscription document, or similar documents and not on the basis of the information contained in this podcast, and any such offer will only be made to the extent it is in accordance with the laws and regulations applicable in the jurisdiction in which such offer is being made. This podcast is not directed to, or intended for distribution to or use by, any person or entity that is a citizen or resident or located in any locality, state, country or other jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation. In the United Kingdom, this podcast is communicated to Professional Clients only by Gemcorp Capital Management Limited which is authorised and regulated by the Financial Conduct Authority (the “FCA”) (Reference number: 952794) and has its registered address at 1 New Burlington Place, London, W1S 2HR, United Kingdom. In the United States, Gemcorp Capital Advisors, LLC, is registered as an investment adviser with the U.S. Securities and Exchange Commission (the “SEC”) under the Investment Advisers Act of 1940, as amended (CRD # 329386/SEC#:801-130200). In the Abu Dhabi Global Market (“ADGM”), this podcast is communicated to Professional Clients only by Gemcorp Capital Management (Middle East) Limited with registered office address Unit 20, Level 7, Al Maryah Tower, Abu Dhabi Global Market Square, Al Maryah Island, Abu Dhabi, United Arab Emirates and which is regulated by the ADGM Financial Services Regulatory Authority (Financial Services Permission Number: 220156).

In episode 5 of Gemcast we are joined by Founder and CEO of Gemcorp Capital, Atanas Bostandjiev. Atanas talks about the importance of contrarianism, patience and presence, the founding principles of Gemcorp Capital and how important they are when working in emerging markets. Gemcast is the podcast from Gemcorp Capital, where emerging and private markets meet. We explore the dynamic intersection of these two transformative global trends, diving into the exciting opportunities that emerge where they converge.Important Information This podcast has been prepared solely for informational purposes by Gemcorp (as defined below), is confidential and may not be reproduced. This podcast does not constitute an offer or solicitation of an offer with respect to the purchase or sale of any security and should not be relied upon when evaluating the merits of investing in any securities or form the basis of an investment decision. The information in this podcast has been obtained from various third-party sources, some of them forward-looking statements and/or projections. Any forward-looking statements and/or projections are inherently subject to material business, economic and competitive risks and uncertainties, many of which are beyond Gemcorp’s control. In addition, these forward-looking statements and/or projections are subject to assumptions with respect to future business strategies and decisions that are subject to change. No representation is made or assurance given that such statements, opinions, estimates, projections and/or forecasts in this podcast are complete or correct or that any objectives set out in this podcast will be achieved. Gemcorp does not undertake to update this information, nor does it accept any liability for any such third-party information or any conclusions set out herein. No statement in this podcast, including any references to specific securities, assets classes and/or financial markets is intended to or should be construed as investment, legal, accounting, business or tax advice. The contents of this podcast do not constitute an investment recommendation. This podcast expresses no views as to the suitability of any investments described herein to the individual circumstances of any recipient. If an offer to sell investments is made in the future, it will be made by a formal prospectus, instrument of incorporation and subscription document, or similar documents and not on the basis of the information contained in this podcast, and any such offer will only be made to the extent it is in accordance with the laws and regulations applicable in the jurisdiction in which such offer is being made. This podcast is not directed to, or intended for distribution to or use by, any person or entity that is a citizen or resident or located in any locality, state, country or other jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation. In the United Kingdom, this podcast is communicated to Professional Clients only by Gemcorp Capital Management Limited which is authorised and regulated by the Financial Conduct Authority (the “FCA”) (Reference number: 952794) and has its registered address at 1 New Burlington Place, London, W1S 2HR, United Kingdom. In the United States, Gemcorp Capital Advisors, LLC, is registered as an investment adviser with the U.S. Securities and Exchange Commission (the “SEC”) under the Investment Advisers Act of 1940, as amended (CRD # 329386/SEC#:801-130200). In the Abu Dhabi Global Market (“ADGM”), this podcast is communicated to Professional Clients only by Gemcorp Capital Management (Middle East) Limited with registered office address Unit 20, Level 7, Al Maryah Tower, Abu Dhabi Global Market Square, Al Maryah Island, Abu Dhabi, United Arab Emirates and which is regulated by the ADGM Financial Services Regulatory Authority (Financial Services Permission Number: 220156).

In episode 4 of Gemcast we are joined by Co-Founder and CIO of Gemcorp Capital, Parvoleta Shtereva. As a self-identified emerging markets lifer, Parvoleta reflects on her career and what really matters when thinking about emerging market private credit, providing her 5 golden rules for investing in the asset class.Gemcast is the podcast from Gemcorp Capital, where emerging and private markets meet. We explore the dynamic intersection of these two transformative global trends, diving into the exciting opportunities that emerge where they converge.For full details visit: www.gemcorpcapital.comImportant InformationThis podcast has been prepared solely for informational purposes by Gemcorp (as defined below), is confidential and may not be reproduced. This podcast does not constitute an offer or solicitation of an offer with respect to the purchase or sale of any security and should not be relied upon when evaluating the merits of investing in any securities or form the basis of an investment decision. The information in this podcast has been obtained from various third-party sources, some of them forward-looking statements and/or projections. Any forward-looking statements and/or projections are inherently subject to material business, economic and competitive risks and uncertainties, many of which are beyond Gemcorp’s control. In addition, these forward-looking statements and/or projections are subject to assumptions with respect to future business strategies and decisions that are subject to change. No representation is made or assurance given that such statements, opinions, estimates, projections and/or forecasts in this podcast are complete or correct or that any objectives set out in this podcast will be achieved. Gemcorp does not undertake to update this information, nor does it accept any liability for any such third-party information or any conclusions set out herein.No statement in this podcast, including any references to specific securities, assets classes and/or financial markets is intended to or should be construed as investment, legal, accounting, business or tax advice. The contents of this podcast do not constitute an investment recommendation. This podcast expresses no views as to the suitability of any investments described herein to the individual circumstances of any recipient. If an offer to sell investments is made in the future, it will be made by a formal prospectus, instrument of incorporation and subscription document, or similar documents and not on the basis of the information contained in this podcast, and any such offer will only be made to the extent it is in accordance with the laws and regulations applicable in the jurisdiction in which such offer is being made.This podcast is not directed to, or intended for distribution to or use by, any person or entity that is a citizen or resident or located in any locality, state, country or other jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation.In the United Kingdom, this podcast is communicated to Professional Clients only by Gemcorp Capital Management Limited which is authorised and regulated by the Financial Conduct Authority (the “FCA”) (Reference number: 952794) and has its registered address at 1 New Burlington Place, London, W1S 2HR, United Kingdom. In the United States, Gemcorp Capital Advisors, LLC, is registered as an investment adviser with the U.S. Securities and Exchange Commission (the “SEC”) under the Investment Advisers Act of 1940, as amended (CRD # 329386/SEC#:801-130200).In the Abu Dhabi Global Market (“ADGM”), this podcast is communicated to Professional Clients only by Gemcorp Capital Management (Middle East) Limited with registered office address Unit 20, Level 7, Al Maryah Tower, Abu Dhabi Global Market Square, Al Maryah Island, Abu Dhabi, United Arab Emirates and which is regulated b

Gemcast Episode 3 – The Misconception GapIn this edition of Gemcast we are joined by an external guest, Max van Bassbank, Director at Alpha FMC who joins Pranav Khamar, Portfolio Manager at Gemcorp Capital, to discuss the results of our recent study, Unmasking the potential. The study asked 75 leading institutional investors about their outlook and appetite for emerging market private credit. The full report can read here: Gemcorp Capital - Understanding EM Private CreditGemcast is the podcast from Gemcorp Capital, where emerging and private markets meet. We explore the dynamic intersection of these two transformative global trends, diving into the exciting opportunities that emerge where they converge.For full details visit: www.gemcorpcapital.comImportant Information:Important InformationThis podcast has been prepared solely for informational purposes by Gemcorp (as defined below), is confidential and may not be reproduced. This podcast does not constitute an offer or solicitation of an offer with respect to the purchase or sale of any security and should not be relied upon when evaluating the merits of investing in any securities or form the basis of an investment decision. The information in this podcast has been obtained from various third-party sources, some of them forward-looking statements and/or projections. Any forward-looking statements and/or projections are inherently subject to material business, economic and competitive risks and uncertainties, many of which are beyond Gemcorp’s control. In addition, these forward-looking statements and/or projections are subject to assumptions with respect to future business strategies and decisions that are subject to change. No representation is made or assurance given that such statements, opinions, estimates, projections and/or forecasts in this podcast are complete or correct or that any objectives set out in this podcast will be achieved. Gemcorp does not undertake to update this information, nor does it accept any liability for any such third-party information or any conclusions set out herein.No statement in this podcast, including any references to specific securities, assets classes and/or financial markets is intended to or should be construed as investment, legal, accounting, business or tax advice. The contents of this podcast do not constitute an investment recommendation. This podcast expresses no views as to the suitability of any investments described herein to the individual circumstances of any recipient. If an offer to sell investments is made in the future, it will be made by a formal prospectus, instrument of incorporation and subscription document, or similar documents and not on the basis of the information contained in this podcast, and any such offer will only be made to the extent it is in accordance with the laws and regulations applicable in the jurisdiction in which such offer is being made.This podcast is not directed to, or intended for distribution to or use by, any person or entity that is a citizen or resident or located in any locality, state, country or other jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation.In the United Kingdom, this podcast is communicated to Professional Clients only by Gemcorp Capital Management Limited which is authorised and regulated by the Financial Conduct Authority (the “FCA”) (Reference number: 952794) and has its registered address at 1 New Burlington Place, London, W1S 2HR, United Kingdom. In the United States, Gemcorp Capital Advisors, LLC, is registered as an investment adviser with the U.S. Securities and Exchange Commission (the “SEC”) under the Investment Advisers Act of 1940, as amended (CRD # 329386/SEC#:801-130200).In the Abu Dhabi Global Market (“ADGM”), this