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Seafarer Overseas Growth & Income Fund - Characteristics as of 3-31-12 (lip)
I think it's pretty impressive that he anticipates questions about the portfolio and sort of preemptively answers them. That said, right now the holdings are nearly all Asia, mixed cap, dividend oriented, some bonds and preferreds ... kind of reminiscent of, um, another fund many of us here own or have owned in the past. (He anticipates the obvious question there, too.) The fund's probably going to be a work in progress for a while.
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My Thoughts On MarketVectors Vietnam ETF
http://seekingalpha.com/article/485041-my-thoughts-on-marketvectors-vietnam-etf?source=yahoo
http://www.seafarerfunds.com/ask-seafarer/
I think it's pretty impressive that he anticipates questions about the portfolio and sort of preemptively answers them. That said, right now the holdings are nearly all Asia, mixed cap, dividend oriented, some bonds and preferreds ... kind of reminiscent of, um, another fund many of us here own or have owned in the past. (He anticipates the obvious question there, too.) The fund's probably going to be a work in progress for a while.