Lydia So joined the investment team at Seafarer Capital Partners on May 16, 2022, as a portfolio manager. She hasn't been named as a portfolio manager on Seafarer Overseas Growth and Income or Seafarer Overseas Value SFVLX at this point in time. She is currently overseeing the investment team's research on growth stocks.
Seafarer Overseas Gr and Income Investor SFGIX
NAV / 1-Day Return
11.86
/
0.00
Total Assets
1.9 Bil
Adj. Expense Ratio
1.020%
Expense Ratio
1.020%
Fee Level
Below Average
Longest Manager Tenure
10.48
years
Category
Diversified Emerging Mkts
Investment Style
Large ValueMin. Initial Investment
2,500
Status
Open
TTM Yield
1.50%
Turnover
16%
Morningstar’s Fund Analysis SFGIX
Will SFGIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SFGIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the SFGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of SFGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Seafarer Capital Partners Adds Experienced Portfolio Manager to Its Already Strong Investment Team
