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Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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Seafarer fund Portfolio Review – Third Quarter 2014

Hope, it is not already posted. I know it is a favorite EM fund for many here.


  • Conclusion: " I plan to expand the Fund’s exposure to “value-heavy / growth-and-income” positions. I believe the rise of “value” will be an important feature of investment in the emerging world for the decade to come."

    Interesting and understandable for us amateurs. He's good. I'm sticking with him.
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