ACTION POINT
CONSIDER A DIVERSIFIED APPROACH TO INVESTING IN EMERGING MARKETS
Morningstar recommends: For a more passive approach- Vanguard Emerging Markets ETF (VWO)
For a more active approach- American Funds New World Fund (NEWFX)
CONSIDER INVESTING IN “COMPOUNDERS”
“COMPOUNDERS”
- Dominant global businesses
- Skilled at reinvesting capital
- Margin of safety
Some “compounders” in the FPA Crescent Fund: AON (AON), WPP (WPPGY), Unilever (UNLYF)
AVOID THE UNDERPERFORMANCE TRAP!
Choose funds based on management, culture, long-term track records, and match their risk profile with your tolerance level…AND STICK WITH THEM!
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