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| Mutual Funds | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| For most investors hoping to play the Indian Market, owning mutual funds is the easiest way to go. A sampling of funds with large positions in India include: | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
EM Capital India Gateway Fund (EMINX)
EM Capital's India Gateway Fund invests at least 80% of assets in Indian common, preferred, and convertible stocks, at least 50% of which are small and mid-cap companies. Inception Date: July 25, 2007 Fund Performance (since inception):
Top Ten Holdings as of 3/31/08 (% of Portfolio):
Asset Allocation by Sector (as of 12/31/07)
Since January 26, 2007, Seth R. Freeman has co-managed the EM Capital's India Gateway Fund. Based in San Francisco, Mr. Freeman is the CEO and a co-founder of EM Capital Management, LLC. and EM Capital, Inc. Prior to co-founding EM Capital Management, Mr. Freeman founded an emerging markets focused advisory and management firm. On April 18th, 2005, Mr. Freeman served as Conference Chairman of the Financial Research Associates’ Investing in India Conference: A Road Map to the Heart of a Dynamic Emerging Market. Mr. Freeman holds an MBA in International Management from Thunderbird, the American Graduate School of International Management, and is a Certified Insolvency and Restructuring Advisor and a Director of the Turnaround Management Association in Northern California. He has been interviewed on CNBC India, NDTV India and Bloomberg Television. Co-managing EM Capital's India Gateway Fund is Mr. Dhruba Gupta, CEO of EM Capital Management India. Mr. Gupta is the former Deputy Treasurer of the International Monetary Fund and is a chartered accountant based in New Delhi and Washington, D.C. He has served as Special Advisor to VP Singh, former Chairman of IFIC and is an advisor to the OECD and a member of several key Councils of AMCHAM. EMINX is available no-load on Schwab and TD Ameritrade. Eaton Vance Greater India Fund (ETGIX)
Eaton Vance's Greater India Fund seeks long-term capital appreciation by investing at least 80% of net assets in equity securites of companies in India and surrounding countries fo the Indian subcontinent, though no more than 5% of total assets will be invested in companies located in countries other than India, Pakistan, or Sri Lanka. Inception Date: May 2, 1994 Fund Performance (since 6/20/96):
Top Ten Holdings as of 1/31/08 (% of Portfolio):
Asset Allocation by Sector (as of 1/31/08)
Christopher Darling has managed Eaton Vances' Greater India Fund since March 26, 2007. Mr. Darling is the Director of Asian Research at Lloyd George Investment Management (Bermuda) Limited. Mr. Darling joined Lloyd George Management in 2006. Prior to joining Lloyd George, he was a member of the Asian Equities team at Capel Cure Myers, London, and head of Asian Pacific equities at Guardian Royal Exchange. Mr. Darling worked eight years at Lombard Odier, maanaging Japanese portfolios for institutional clients. Mr. Darling attended the University College of London, and holds a Masters of Science in Economic History from the London School of Economics.
Franklin's India Growth Fund invests primarily in equity securities of companies that are either based in India, derive a majority of their revenues or profits from the Indian economy, or have a majority of their assets in India. Inception Date: January 31, 2008 Fund Performance (since inception): A $10,000 investment in the fund at inception, with all dividend and capital gain distributions reinvested, including sales charges, would have grown to $8,540 as of March 31, 2008. Top Ten Holdings as of 3/31/08 (% of Portfolio):
Asset Allocation by Sector (as of 3/31/08)
Stephen H. Dover has managed Franklin's India Growth Fund since its inception. Mr. Dover is Managing Director and International Chief Investment Officer of Franklin Templeton Advisors. Mr. Dover earned a BA in Communications and Business Administration from Lewis & Clark College and a MBA in Finance from The Wharton School of the University of Pennsylvania. He is a Chartered Financial Analyst as well as a Certified Financial Planner.
JP Morgan's India Fund seeks long-term capital growth. The fund normally invests at least 80% of its assets in equity securities of India companies, and may invest up to 20% of assets in debt securities issued by governmental entities and private issuers. It may also invest in ETFs, money market funds and other investment companies. Inception Date: May 1, 2007 Fund Performance (since inception):
Top Ten Holdings as of 2/29/08 (% of Portfolio):
Asset Allocation by Sector (as of 2/29/08)
Since May 1, 2007, JP Morgan's India Fund has been managed by Edward Pulling. Mr. Pulling is a regional investement manager with the Pacific Regional Group in Hong Kong. Mr. Pulling joined JP Morgan in 1995 as an investment manager specializing in Asian emerging markets including the Indian subcontinent. Matthews India Fund (MINDX)
Matthews India Fund normally invests at least 80% of its total net assets in publicly traded common stocks, preferred stocks and convertible securities of Indian companies. Inception Date:October 31, 2005 Fund Performance (since inception):
Top Ten Holdings as of 12/31/07 (% of Portfolio):
Asset Allocation by Sector (as of 12/31/07)
Since October 31, 2005, Matthews India Fund has been managed by Andrew Foster. Mr. Foster joined Matthews in 1998 as a Research Analyst and left the firm in 2001 to attend graduate schoolat INSEAD in France. Upon completion of his MBA in 2002, Andrew returned to Matthews in 2003. Prior to Matthews, he worked as a management consultant with A.T. Kearney’s Financial Institutions Group in Singapore from 1996 to 1998. Andrew received an AB in Public Policy and a secondary degree in Economics from Stanford University. |
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