Letters by company

Credicorp LTD

1 letter discussing BAP. Everything written about it on this site is on its ticker page.

Seafarer Capital Partners Portfolio Review Seafarer Overseas Value Fund lagged concentrated emerging-markets benchmarks while retaining diversified exposure to Samsung-related hardware and financials. The fund added Swire Pacific for discounted assets and capital allocation, while exiting Wilmar International over Indonesian export controls and Emaar Properties over regional security risks. second quarter 2026 006400 $33B028260 $38BCHFHF