Seafarer®

Pursuing Lasting Progress in Emerging Markets®

Seafarer Overseas Value Fund

Portfolio Briefing

– Brent Clayton discusses a new Value Fund holding, Tata Motors, an India-based multinational auto company. He explains why China continues to be a large source of compelling value opportunities. Paul Espinosa reviews key drivers of the Fund’s performance.

Speakers

Related Information

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 December 31, 2023, securities mentioned in the video comprised the following weights in the Seafarer Overseas Value Fund: Itaú Unibanco Holding SA ADR (3.1%), XP, Inc. (4.2%), Mondi PLC (3.5%), WH Group, Ltd. (3.3%), Samsung C&T Corp., Pfd. (0.1%), Samsung C&T Corp. (2.5%), Jardine Matheson Holdings, Ltd. (2.3%), DFI Retail Group Holdings, Ltd. (2.5%), Melco International Development, Ltd. (2.6%), Fertiglobe PLC (2.0%), Qatar Gas Transport Co., Ltd. (2.6%), and Tata Motors, Ltd. (1.0%). View the Fund’s Top 10 Holdings. Holdings are subject to change.
Sources: ALPS Fund Services, Inc.; Bloomberg; Seafarer.
Natalia Urbanek is a Registered Representative of ALPS Distributors, Inc.