EM Fund Stock Picks & Country Commentaries (December 28, 2023)
Seafarer Capital Partners on finding EM stock picks, Baillie Gifford on SE Asia (+stock mentions), Van Eck Mexico trip report (+two stocks), Namibia stocks, fund docs mostly updated to November, etc.
Some quick takes for the normally quiet last week of the year:
US Public Television’s Wealthtrack recently interviewed Andrew Foster, portfolio manager and founder of Seafarer Capital Partners (Seafarer Overseas Growth and Income Fund (NASDAQ: SIGIX) and Seafarer Overseas Value Fund (NASDAQ: SFVLX)). The 26 minute interview (Andrew Foster Is Finding Unde…