Mobius Shuts Frontier Fund to New Investors on Record Inflow – Bloomberg 09-25-13

On September 25, 2013   /   Emerging Markets Stocks, Financials, Frontier Markets Stocks, Investment Mathematics, Investment Money Flows, Mark Mobius, Telephone  

Salient to Investors: The Templeton Frontier Markets Fund closed its fund to new money, as record cash inflows turned frontier markets into the world’s best performers in 2013 – the MSCI Frontier Markets Index is up 13 percent in 2013 versus a 4.6 percent drop in the MSCI Emerging Markets Index.

READ MORE... →
Back to Top

Contrarian Manager Wins by Buying Newspapers, Avoiding China – Bloomberg 09-13-12

On September 14, 2012   /   Bill Smead, China Economy, China Stocks, Energy, Financials, Industrials, Telephone, US Economy, US Stocks, Utilities  

Salient to Investors: Contrarian fund manager Bill Smead is: Bullish on the U.S. but bearish on companies exposed to China. Looks for strong balance sheets, industries with high barriers to entry, long histories of profits and dividends, p/e ratios below their 10-year average, strong insider ownership, and shareholder friendliness with regard to

READ MORE... →
Back to Top