EM Fund Stock Recommendations and Country Commentary (January 28, 2024)

A few quick takes on this very long post for the end of January (since most EM funds have updated their factsheets or commentary by the end of December).

• Rondure New World Fund (MUTF: RNWOX / RNWIX) (See also: Rondure New World + Offshore Fund EM Stock Holdings (mid-2023)) The detailed Q4 fund letter was unusually direct for a listed mutual fund letter.

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