Commentaries

ABC News 10 March 9, 2026 0

Dan Rasmussen of Verdad Advisers had a good discussion with the Excess Returns podcast where he pointed out that its...

ABC News 10 March 7, 2026 0

This post covers the Other International Funds and Closed or Inactive Funds sections for our EM Fund Stock Picks &...

ABC News 10 March 2, 2026 0

As with pushing AI and private equity, I have noticed fund managers talking more and more about or rather doing...

ABC News 10 February 28, 2026 0

This post covers the Various Frontier Market Focused Funds section for our EM Fund Stock Picks & Country Commentaries posts...

ABC News 10 February 26, 2026 0

This post will act as a continuously updated “evergreen post” for our EM Fund Stock Picks & Country Commentaries posts...

ABC News 10 February 23, 2026 0

As of late February, more January fund updates (our continuously updated post containing all funds is here) along with new...