Скачать или смотреть Looking for hidden gems in the Philippines with Foxmont Capital's Franco Varona

The Upside Podcast is hosted by Kristie Neo and Tage Kene-Okafor. We speak with the most ambitious, driven entrepreneurs, builders and investors in global emerging markets.

Today, we speak with Foxmont Capital's Franco Varona on the back of its $30 million first close for Fund III. Foxmont is a Philippines focused fund backed by Dutch Good Growth Fund, Grab and others. We discuss Foxmont's evolution and journey of growing from its modest $4m Fund I to its latest Fund III first close, the challenges of raising a market-focused fund in Southeast Asia today, and the investment opportunities in the Philippines.

(00:00) Introduction to Foxmont Capital and fund Journey
(03:07) Evolution of Fundraising and Ecosystem Growth
(05:58) The Inflection Point in the Philippines Market
(09:09) Investment Strategies and Sector Focus
(12:00) Challenges in Fundraising and Market Dynamics
(14:38) Consumer Market Insights and Growth Potential
(18:01) Governance and Portfolio Management Practices
(31:19) Institutionalizing Fund Management
(32:43) Fundraising Challenges and Negotiations
(37:12) Investment Strategies and Market Opportunities
(39:42) Exits and Performance of Funds
(49:15) Growth Potential in the Philippines
(51:00) Emerging Sectors and Competitive Advantages
(57:57) Future Investments and Market Trends