Stocks News
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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