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Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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3 more Matthews Portfolio Managers exit

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  • seafarer hasn't done great, but they have excellent process, governance, and public transparency.
    most telling, you dont get a cop-out when it comes to positive and negative updates on specific names.
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