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Seafarer Overseas Growth And Income Fund Investor Class (SFGIX)
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01/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: N/A
Seafarer Overseas Gr and Income Investor
12.35
+0.06
+0.49%
- Overview
- Profile
- Historical Data
- Holdings
SFGIX Overview
On this page you'll find an in-depth profile of Seafarer Overseas Growth And Income Fund Investor Class. Learn about the key management, total assets, investment strategy and contact information of SFGIX among other information.
Investment Strategy
The investment seeks to provide long-term capital appreciation along with some current income; the fund seeks to mitigate adverse volatility in returns as a secondary objective. Normally, the fund seeks to achieve its investment objective by investing at least 80% of its total assets in dividend-paying common stocks, preferred stocks, convertible securities, and debt obligations of foreign companies, foreign governments and their agencies, where "total assets" means net assets, plus the amount of any borrowings for investment purposes. The fund can invest without constraint in the securities of companies located in developing countries and territories.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Lydia So | Portfolio Manager | 2022 | Now |
| Biography | Ms. So is a Portfolio Manager for the Rondure New World Fund and the Rondure Overseas Fund at Rondure Global Advisors. Her primary focus is developing markets and her secondary focus is international developed markets. Prior to joining Rondure in 2020, Ms. So spent 15 years at Matthews Asia initially as research analyst covering Asia ex Japan equities. Ms. So was the founding Lead Portfolio Manager for the Matthews Asia Small Companies Fund (MSMLX) from its inception in 2008 through 2020. She was co-Portfolio Manager for the Matthews Asia Science & Technology Fund (MATFX; now known as Matthews Asia Innovators Fund) from 2008-2017, and co-Portfolio Manager for the Matthews China Small Companies Fund (MCSMX) from 2019 – 2020. Ms. So started her career in the investment industry in 1999 at Kochis Fitz Wealth Management in San Francisco. In 2001 she joined Dresdner RCM Global Investors as a portfolio associate working on US large cap equity strategies. Ms. So graduated from University of California, Davis, earning a BA in Economics. She is a CFA charter holder. Lydia is fluent in Cantonese and conversational in Mandarin. Lydia enjoys traveling, fishing, and hiking. | ||
| Paul Espinosa | Lead Portfolio Manager | 2016 | Now |
| Biography | Before joining Seafarer Capital Partners in 2014, Mr. Espinosa was a London-based equity research analyst at Legg Mason, where he focused on global emerging markets. Prior to joining Legg Mason, Mr. Espinosa performed the same function with the same team at Citigroup Asset Management. His previous experience includes equity research at J.P. Morgan Investment Management. Mr. Espinosa holds an A.B. in Economics with Honors from Brown University. He is a Chartered Financial Analyst. | ||
| Kate Jaquet | Research Analyst | 2016 | Now |
| Biography | Before joining Seafarer Capital Partners in 2011, Ms. Jaquet was a buy-side high yield research analyst at Seneca Capital Management, LLC. Prior to joining Seneca, she was a sell-side emerging market research analyst at Credit Suisse First Boston. Ms. Jaquet began her career as an economic policy researcher for the Adam Smith Institute in London in 1995. Ms. Jaquet holds a B.Sc. with Honors in Economics and Government and a M.Sc. in Economics and Public Policy, both from the London School of Economics. | ||
| Andrew Foster | CEO | 2012 | Now |
| Biography | Andrew Foster is the Lead Portfolio Manager of the Seafarer Overseas Growth and Income Fund, and has been so since its inception in February 2012. He is the Co-Portfolio Manager of the Seafarer Overseas Value Fund, and has been so since its inception in May 2016. He is also the Chief Executive Officer and Chief Investment Officer of Seafarer Capital Partners, LLC, investment adviser to the Funds. | ||
| In-Bok Song | Portfolio Manager | 2017 | 2019 |
| Biography | Inbok Song is a Portfolio Manager at Matthews and co-manages the firm’s Pacific Tiger Strategy. Prior to rejoining the Matthews in 2019, Inbok spent three years at Seafarer Capital Partners as a portfolio manager, the firm’s Director of Research and chief data scientist. Previously she was at Thornburg Investment Management as an associate portfolio manager. From 2007 to 2015, she was at Matthews, most recently as a portfolio manager. From 2005 to 2006, Inbok served as an Analyst and Technology Specialist at T. Stone Corp., a private equity firm in Seoul, South Korea. From 2004 to 2005, she was a research engineer for Samsung SDI in Seoul. Inbok received both a B.A. and Masters in Materials Science and Engineering from Seoul National University. She received a Masters in International Management from the University of London, King’s College, and also an M.A. in Management Science and Engineering, with a concentration in finance from Stanford University. Inbok is fluent in Korean. Inbok has been a Portfolio Manager of the Matthews Pacific Tiger Fund since 2019. | ||
| William Maeck | Associate Portfolio Manager | 2012 | 2013 |
| Biography | William Maeck is Associate Portfolio Manager and Head Trader at Seafarer Capital Partners, LLC. Before joining Seafarer Capital Partners in 2011, William worked with Credit Suisse Securities (USA) LLC Private Banking as an investment advisor for high net worth individuals and family offices. Earlier in his career, William was an equity research analyst for Standard Chartered Bank in Thailand as well as a management consultant for A.T. Kearney (Financial Institutions Group) in Singapore. He holds an A.B. in History from Princeton University and a M.B.A. from New York University’s Stern School of Business. | ||
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