FMG New Frontiers Fund lost 2.3% in the 1st Quarter

Going into 2016 the Fund was cautiously positioned with an elevated cash buffer of 45%, as our universe was looking bleak and we were getting bearish signals from our technical models. This move played out well as we managed to cushion the downside as global stock...

It’s 18 Years Since Emerging Market Currencies Had It This Good

It’s 18 Years Since Emerging Market Currencies Had It This Good – Bloomberg March 30, 2016  Bloomberg: “It’s been at least 18 years since emerging-market currencies had it this good as the Federal Reserve adopted a gradual approach to its...
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