At the Capstone Student Investment Conference 2026 (CSIC 2026), Sean Fieler, president and chief investment officer of Equinox Partners, explained why he thinks now is a good time to invest in emerging markets.
Background on Sean Fieler
Fieler joined Equinox right after graduating from Williams College with a degree in political economy. He also serves on the board of RTG Mining.
A team of 11 based based in Connecticut with a 30+ year track record, Equinox Partners seeks to apply “Better Business Value Investing” to what we feel are overlooked and misvalued segments of equity markets. The firm specializes in emerging & frontier markets across sectors as well as precious metals mining and natural resource equities globally. The investment firm has around $800 million under management according to their an ADV filing.
Specializing in investing in energy and mining companies in emerging and frontier markets, Equinox Partners seeks to apply “better business value investing” to what it believes are overlooked and misvalued areas of the equity markets. In addition to energy and mining in EMs and frontier markets, the firm also invests in precious metals mining and natural resource equities globally.
Why not to invest in emerging markets
Starting with the anti-thesis for his view, Fieler said some reasons not to invest in EMs include bad currencies, bad government policies and bad corporate governance. He added that it’s hard to emphasize each point enough.



