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First, Artisan has an Emerging Markets fund that has sucked up the place. Now, I'm a big Artisan fan but even I never owned this fund. We need to accept that however good a manager/company is, they just may not be able to replicate that magic in all areas. I like to keep reminding people of Oakmark giving up on their "small cap" fund. So what is the reason for buying developing world which should also be investing in emerging markets?
Second, a lot of Thornburg funds seem to have made their reputation only in good markets. This manager of "developing world" - does anyone have any data that shows he REALLY is a good manager?
Initially, the management team (apparently, a "team" is one now) will be based in SF:
And the two individuals on the management team, in addition to Kaufman, would be ......?