December 2021 – Andrew Foster describes how two Growth and Income Fund holdings unlocked value embedded in their balance sheets. He also offers a retrospective on the evolution in the Growth and Income strategy undertaken three years ago.

Speakers

• Andrew Foster, Chief Investment Officer and Portfolio Manager
• Natalia Urbanek, National Accounts Manager

Related Information

• Portfolio Review – Fourth Quarter 2021
• Fund Performance
• Portfolio Briefing Archives

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.

As of September 30, 2021, Jardine Matheson Holdings, Ltd. comprised 2.3% of the Seafarer Overseas Growth and Income Fund, and Itaú Unibanco Holding SA comprised 2.9% of the Fund. The Fund did not own shares in the other securities referenced in this video. View the Fund’s Top 10 Holdings. Holdings are subject to change.

Natalia Urbanek is a Registered Representative of ALPS Distributors, Inc.