Templeton BRIC ATABRX

Investors should resist Templeton BRIC now more than ever.

Managers Mark Mobius, Dennis Lim, and Tom Wu lead the portfolio-construction efforts here, and they are supported by analyst teams in Brazil, Russia, India, and China. Management gravitates toward large-cap firms trading at discounts to the value of their assets or earnings over the next five years.  Read more 

The fund invests at least 80% of its assets in just four markets: Brazil, Russia, India, and China. Managers Mark Mobius, Tom Wu, and Dennis Lim are buy-and-hold investors who focus on firms that appear cheap relative to their assets or relative to their long-term earnings.  Read more 

The management team consists of Dennis Lim, Tom Wu, and Mark Mobius, who have held charge since the fund's 2006 inception. Mark Mobius is a veteran of emerging-markets investing. He has been running Templeton Developing Markets since 1991 and has run a similar closed-end fund, Templeton Emerging Markets EMF, since 1987.  Read more 

This portfolio is largely a subset of Templeton's diversified emerging-markets offering, Templeton Developing Markets. It invests in companies from just four emerging markets: Brazil, Russia, India, and China.  Read more