About SFVLX
The Seafarer Overseas Value Fund Investor Class is a mutual fund designed to deliver long-term capital appreciation by investing primarily in the securities of companies based in developing countries. This fund employs a value-oriented strategy, seeking to identify investments trading below their intrinsic value through disciplined, bottom-up fundamental analysis. The portfolio typically includes a mix of common stocks, preferred stocks, and select fixed-income securities, with holdings spanning multiple sectors such as financial services, industrials, consumer defensive, and energy.
A distinctive feature of the fund is its focus on unique sources of value in emerging markets, including undervalued balance sheet liquidity, breakup value, management change, deleveraging, asset productivity, structural shifts, and opportunities in illiquid market segments. Managed by Seafarer Capital Partners, the fund emphasizes sustainable growth and diversified exposure to emerging market economies while aiming to mitigate volatility. Its careful selection process and commitment to value investing make it a notable player among diversified emerging markets funds, appealing to investors seeking exposure to the growth and potential inefficiencies of developing regions.
Fund Family Seafarer Funds
Category Diversified Emerging Mkts
Performance Rating Above Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol SFVLX
Share Class Investor Class
Index Morningstar Emerging Markets NR USD
SFVLX had a total return of 37.40% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.23%.
