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Knowing the World Thoroughly |
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Author: Ticker Magazine
123jump.com
Last Update: 1:27 PM EST October 26 2005
Click here to view the detailed PDF version
 Julian Mayo |
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“Our job from stock investing perspective is to pick the 50 or 60 most undervalued stocks in our emerging markets universe. From portfolio construction perspective, our job is to ensure that the list is consistent with the risk parameters of the portfolio.” |
| US Global Investors Global Emerging Markets Fund |
Unlike other funds, the Global Emerging Markets Fund has a flat structure, where managers are deeply involved in investing
activities and less in administrative issues. The fund capitalizes on the pricing inefficiencies and lack of coverage of the emerging markets by thorough fundamental research and regular company visits. An emphasis on risk management is another key characteristic of the fund. |
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