Seafarer Overseas Growth & Income Fund Inv Cl — Seafarer Funds — Investor Presentation (2016)

5 slides from Seafarer Overseas Growth & Income Fund Inv Cl's investor presentation, 2016

Slide 1: Seafarer Overseas Growth and Income Fund / Value Fund Portfolio Briefing
Seafarer Overseas Growth and Income Fund Seafarer Overseas Value Fund Portfolio Briefing Third Quarter 2016
Slide 2: Disclosures
Disclosures ALPS%Distributors,%Inc.%is%the%distributor%for%the%Seafarer%Funds.%% This%material%must%be%accompanied%or%preceded%by%a%prospectus.%%View%the%Fund’s%prospectus%at%www.seafarerfunds.com/prospectus. Important%Risks:%%An%investment%in%the%Funds%involves%risk,%including%possible%loss%of%prin
Slide 3: Emerging Markets Profit Growth: Expectations vs. Reality
Emerging Markets Profit Growth: Expectations vs. Reality MSCI Emerging Market Index: 12 Month Growth in Constituent Earnings as Measured in Local Currency Terms 12/31/11 – 12/31/17 (Est.) As forecast during the preceding year Actual Latest estimate, as of 9/22/16 15.0% 12.5% 10.0% 7.5% The "expectat
Slide 4: A Working Definition of Value
A Working Definition of Value Opportunity Sets Source of Value Balance Sheet Liquidity Cash or highly liquid assets undervalued by the market Breakup Value Assets whose liquidation value exceeds their market capitalization Assets that would become substantially more productive under a new Management
Slide 5: seafarerfunds.com
seafarerfunds.com SEA000489