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Lydia So joining Seafarer

Hi all, I just saw the news at Morningstar. She recently left Rondure.

Comments

  • I thought she left Rondure for “personal reasons.” Seems very much like business reasons.
  • Could be a preference for San Francisco over Salt Lake City. I’d fit in better in the former, FWIIW.
  • Wonder what Ms. So new role will be?

    Currently, Seafarer Is running only two funds and they are very focus on executing their strategies. In my opinion, it would be beneficial to add her as a co-manager to the existing funds.

    Two links provided below explaining how the two funds are doing this year.
    https://seafarerfunds.com/video/2022/03/ogi-portfolio-briefing/

    https://www.seafarerfunds.com/video/2022/03/ovl-portfolio-briefing/
  • Maybe she'll last longer at Seafarer than she did at Rondure (or In-Bok Song did at Seafarer). Matthews alum seem kinda fickle.
  • edited May 2022
    BenWP said:

    Could be a preference for San Francisco over Salt Lake City. I’d fit in better in the former, FWIIW.

    This is very plausible.
    Her former employer (Mathews) is headquartered in San Francisco while her new employer (Seafarer) is located in the San Francisco Bay area.


  • There are other factors we don’t have visibility on their day-to-day operation such as the supporting team of analysts and company culture.

    Don’t know how much Rondure has grown since they branched out from Grandeur Peaks funds. For awhile Rondure managers share GP’s information for their stock picks. Often the analysts are the unsung hero While the fund managers get all the recognition.
  • I thought she left Rondure for “personal reasons.” Seems very much like business reasons.

    Business reasons are personal reasons.

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