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SFGIX Andrew Foster: their website (link)

Fun, new way to display and "X-Ray" the fund's holdings. Color-coding, different breakdowns, cross-sections. I have to say I'm pleased.
http://www.seafarerfunds.com/fund/composition

Comments

  • Thanks Crash...that's a really nice shareholder tool. One thing I didn't realize, is that Mr. Foster is progressing faster than expected in his charter to expand beyond his earlier familiar territory. Fully 1/3 of the current holdings are outside of Asia....I find that to be very interesting.

    Of course, it will be interesting to see if his prowess for equity selection also follows outside of his acknowledged sweet-spot.
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