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Grantham follow-up: emerging value?

Posted: Sun Feb 14, 2021 7:51 am
by dualstow
In whatchamacallit’s video of the Bloomberg interview, Jeremy Grantham asserts that the value stocks of emerging markets are still reasonably priced. I don’t want to buy a fund from the people making the claim (GMO) and iShares doesn’t seem to have an emerging + value etf. Vanguard has international value but it’s mostly developed markets.

Any funds out there?

Re: Grantham follow-up: emerging value?

Posted: Sun Feb 14, 2021 8:26 am
by dualstow
Hmm, I found FEMVX at Fidelity, but the top ten holdings look like most international funds. Giants like Samsung and China Mobile.
and
This fund is only available to clients enrolled in Fidelity® Wealth Services.
Boo.

Re: Grantham follow-up: emerging value?

Posted: Sun Feb 14, 2021 1:55 pm
by whatchamacallit
I guess I had been of mind set that gold is the easiest access to all of international.

May be IDV would be a good bet?

https://www.ishares.com/us/products/239 ... vidend-etf

5+% div yield. That does sound like a steal.

Re: Grantham follow-up: emerging value?

Posted: Sun Feb 14, 2021 1:58 pm
by dualstow
IDV, i was looking at that, too, thanks. I prefer dividends that start out smaller and slowly but steadily rise. Then again, i was closer to 30 years old when I began that strategy. More time to let them rise.

Re: Grantham follow-up: emerging value?

Posted: Sun Feb 14, 2021 2:01 pm
by whatchamacallit

Re: Grantham follow-up: emerging value?

Posted: Sun Feb 14, 2021 5:37 pm
by Smith1776
Resident Canadian chiming in here. There's only one emerging market value fund in Canada that is decent.

https://www.franklintempleton.ca/en-ca/ ... -index-etf

O0 ^-^ 8)

Re: Grantham follow-up: emerging value?

Posted: Thu Nov 04, 2021 4:40 pm
by johnnywitt
Emerging does well proportionate to both increasing growth & increasing inflation.