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Seafarer Overseas Value Fund adds co-portfolio manager
Great to see he's adding some support for the fund. This helps assuage my concerns that they might liquidate it because of its small size. Not that much info that I can find on Brent Clayton. Found this:
"Brent Clayton has been investing in frontier and emerging markets equities for the past ten years at LR Global, a boutique asset management firm that spun out of the Rockefeller family office. He joined LR Global as an equity analyst in 2007 and became a co-portfolio manager in 2012 in conjunction with the launch of the firm’s Frontier Markets -dedicated equity strategy. He also has helped build, train, and manage a Hanoi-based fundamental research team in support of this fund.
Brent received a B.A., cum laude, from Dartmouth College with a concentration in Government and a minor in Portuguese. He is also a Chartered Financial Analyst charterholder."
I just can't go to EM anymore, particularly southward to Latin America. On the bond front: AGEPX is a stand-out. But I can get monthlies from my domestic OEF junk bond funds that are as good or better, without the EM risk. A younger person might find EM advantageous.
Looks like a good hire. LR Global has been around a long time and covered frontier markets for most of their history if I recall correctly. Vietnam is definately frontier-markets!
Comments
"Brent Clayton has been investing in frontier and emerging markets equities for the past ten years at LR Global, a boutique asset management firm that spun out of the Rockefeller family office. He joined LR Global as an equity analyst in 2007 and became a co-portfolio manager in 2012 in conjunction with the launch of the firm’s Frontier Markets -dedicated equity strategy. He also has helped build, train, and manage a Hanoi-based fundamental research team in support of this fund.
Brent received a B.A., cum laude, from Dartmouth College with a concentration in Government and a minor in Portuguese. He is also a Chartered Financial Analyst charterholder."