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Seafarer fund Portfolio Review – Third Quarter 2014
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.
Comments
Interesting and understandable for us amateurs. He's good. I'm sticking with him.