Bank of Georgia Group PLC

• SC Seafarer Capital Partners Portfolio Review ↗ Seafarer Overseas Value Fund defended its stock-specific value discipline against benchmark-driven exposure to TSMC and speculative multiple expansion. The fund added Hongkong Land for distressed real-asset value and management renewal, exited Petrovietnam Fertilizer and Chemicals, and found selective opportunities in Korean corporate-governance reform while remaining skeptical of change at Chinese state enterprises. second quarter 2024 BDGSF $7.6BCYPC GRGCF $1.9B +3

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