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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.

http://www.seafarerfunds.com/fund/portfolio-review

Comments

  • 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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