Seafarer®

Pursuing Lasting Progress in Emerging Markets®

Introduction

Seafarer Overseas Value Fund

Investment Objective

The Fund seeks to provide long-term capital appreciation.

Investor Class SFVLX
Institutional Class SIVLX
Inception Date May 31, 2016
Lead Manager Paul Espinosa
Co-Manager Andrew Foster

Strategy

The Fund seeks to produce a minimum long-term rate of return by investing in securities priced at a discount to their intrinsic value.

Geographic Focus

Developing markets and select frontier markets

Asset Classes

Common equity, preferred equity, and fixed income securities

Value in the Emerging Markets

Paul Espinosa examines the universe of value stocks that lie within the emerging markets. He defines seven distinct sources of value that may represent viable opportunities for long-term, value-oriented investments.

Value in the EM Presentation
The views and information discussed in this video are as of the date of publication, are subject to change, and may not reflect Seafarer’s current views. The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles. It should not be assumed that any investment will be profitable or will equal the performance of the portfolios or any securities or any sectors mentioned herein. The subject matter contained herein has been derived from several sources believed to be reliable and accurate at the time of compilation. Seafarer does not accept any liability for losses either direct or consequential caused by the use of this information.
For an explanation of terms, please refer to the Glossary.