23c489bf_1__2013___Mutual_Fund_Observer__What_was_I__or_am_I__thinking_
[0] Seafarer Overseas Growth & Income [1] SFGIX [Portfolio weight] 10
I’m impressed by Mr. Foster’s argument that many other portions of the developing world are, in 2013, where Asia was in 2003. He believes there are rich opportunities outside Asia and that his experience as an Asia investor will serve him in good stead as the new story rolls out. I’m convinced that having an Asia-savvy manager who has the ability to recognize and make investments beyond the region is prudent.
September 1, 2013 | Mutual Fund Observer
What was I, or am I, thinking?