- Portfolio Review Seafarer Overseas Value Fund added Ayala Land and Piraeus Bank on discounted asset values, resilient cash flows and strengthening fundamentals, while selling Tata Motors’ commercial-vehicles business after its demerger unlocked breakup value. The portfolio maintained diversification outside AI-heavy benchmarks despite AI-related concentration and geopolitically driven shipping disruption. third quarter 2026 006400 $33B028260 $38BAYAAF $3.5B
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