March 2022 – Kate Jaquet reports that the Growth and Income Fund’s performance was primarily driven by the Fund’s lack of direct exposure to Russia and underweight position in China. She explains that the Fund was not invested in Russia due to corporate governance and control party risks identified during the bottom-up security selection process.

Speakers

• Kate Jaquet, Co-Portfolio Manager
• Natalia Urbanek, National Accounts Manager

Related Information

• Portfolio Review – First Quarter 2022
• Message to Shareholders Regarding the Conflict in Ukraine
• 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.

View the Seafarer Overseas Growth and Income Fund’s Top 10 Holdings. Holdings are subject to change.

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