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.
Thanks for the link. I traded into this fund at 9.95 as soon as it became available through Fido to enable taking a tax loss on prior EM holdings. It made sense to me to trade into a portfolio that was being built after the pandemic had begun. So far the timing has proved good.
Here is some initial info on the portfolio composition and holdings:
It has done well for me, too. ARTYX has out performed it, however, rising 26% since I bought it on April 23. It's been some time since EM has been helping my portfolio.
Andrew Foster was a former manager of Matthews Asian Growth & Income and he was also the Matthews CIO at one point. If I remember correctly, Mr. Foster wanted Matthews to broaden their investment universe beyond Asia. Since Matthews refused to venture beyond Asia, Mr. Foster eventually left and founded Seafarer in 2011.
Comments
Here is some initial info on the portfolio composition and holdings:
https://us.matthewsasia.com/our-funds/f-34/matthews-emerging-markets-equity-fund/investor/composition.fs
https://us.matthewsasia.com/resources/docs/pdf/EmergingMarketsComposition.pdf