Emerging Markets
Quarterly Commentary
Investing in Europe and in value stocks – or really anything not in U.S. tech – has felt like betting against the winners. Diversification is a recognition that winners change. Which is exactly the point. Diversification isn’t about predicting what will outperform next. It’s about accepting what we don’t – and can’t – know, and positioning portfolios to benefit when fortunes shift, as they inevitably do.
Read moreWebinar with Apollo Lupescu from Dimensional Funds
Our webinar yesterday with Apollo Lupescu was full of great anecdotes and information.
Read moreLast year reminded everyone that investing is hard. It can be uncomfortable and unpleasant. Market volatility can diminish willpower and...
Read moreIn sum, everyone should take a moment to appreciate 2017 and pat themselves on the back. As always, the world offered many causes for concern. You overcame skepticism, remained disciplined, and...
Read moreActive Mutual Fund Managers: Top-down or Bottom-up Stock Picking
Here is an excellent video on Seafarer's website that illustrates the bottom-up...
Read moreSeafarer’s Story: How and why we added Seafarer Overseas Growth & Income Fund to our Portfolios
Naturally, Dorian Gray came up in a discussion about emerging market currencies (the connection is obvious right?!). Andrew Foster, founder and portfolio manager of Seafarer Funds, was...
Read moreHow to Approach Down Periods in the Markets
In the short term, markets are about Psychology; in the medium term, they are about Economics; and in the long term, they are about...
Read more“Emerging markets” is an asset class of developing countries that share little in common geographically, economically, or in size. What does unite them is higher expected returns and higher...
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