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.
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 …