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Cabot Emerging Markets Investor

Latest Issue

North Korea: Pocket Rocket

March 23, 2017

The U.S. market’s action on Tuesday certainly got investors’ attention, booking the major indexes’ first daily 1% pullback in more than 64 sessions. Fortunately, emerging markets indexes, while they were hit hard, are still holding well above their moving averages, and the stocks in the portfolio are mostly minding their manners.

Updates

March 16, 2017

The Emerging Markets Timer is in fine shape after Wednesday’s big rally. We have no changes to the portfolio today.
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Special Bulletins

December 20, 2016

The rotation out of growth stocks and into cyclical stocks continues to take a toll on emerging market stocks, and we're selling two of the portfolio’s holdings that have taken turns for the worse: Tencent Holdings (TCEHY) and Melco Crown (MPEL).
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Strategy