EM Fund Stock Picks & Country Commentaries
This post compliments our EM Fund Stock Picks & Country Commentaries posts (emailed weekly) & all contains stock names/tickers until there is a fund update + fund research for the last 2+ months.
This post will act as a continuously updated “evergreen post” for our EM Fund Stock Picks & Country Commentaries posts emailed weekly. All new weekly fund updates and research will be added here and then emailed out in a separate weekly post under EM Fund Stock Picks. Specific stock names and tickers (linked to an IR page and a quote provider such as Yahoo! Finance) will be kept on this page until there is an update while research pieces will be kept on this page for the current and previous two months or so.
Otherwise, these funds or their fund managers will tend to produce good commentaries about their portfolios and other types of research that would be of interest to investors or help generate new investing ideas.
And as always, this post is provided for informational purposes only (and to make your life easier…). It does not constitute investment advice and/or a recommendation…
Note that a ⚠️ symbol indicates a fund or fund website might be restricted to certain types of investors or investors in specific locations - please be mindful of any disclosure popups or restrictions if you click on a link going to their homepages. We also avoid directly quoting from fund literature or directly linking to PDF, etc. type files where there might not be a disclosure popup that otherwise would appear when accessing the rest of the website.
Note: On February 16, 2025, the original evergreen post got hopelessly trapped in a savings loop while editing after (likely) hitting a Substack character, length, or memory limit. The post had to be copied, unpublished/deleted, edited with fewer words/characters/imbeds, and then republished... The following week, the save limit was hit again BUT with a warning - forcing the splitting up of the main post into separate posts while the ensuring links in the main evergreen post’s table of contents go to the right post and section…:
Contents of this Post