EM Fund Stock Picks & Country Commentaries (January 28, 2024)

Most emerging market or frontier funds have updated their factsheets and any commentaries until the end of December or Q4 2023.

Jan 28, 2024

∙ Paid

Some quick takes for this extra long post for the end of January (as most EM funds have updated their factsheets or commentaries until the end of December):

Rondure New World Fund (MUTF: RNWOX / RNWIX)’s (also see: Rondure New World + Overseas Fund EM Stock Holdings (Mid-2023)) detailed Q4 Fund Letter was unusually direct for a listed mutual fund letter …

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