Monday, June 25, 2007

Mobius, Gordon-James Push Emerging Market Investing in `Small Cap' Stocks

(Bloomberg) -- David Semple recalls sweating in the
Singapore sun as he lugged his briefcase through the streets,
looking for Ezra Holdings Ltd.'s office building.

Semple, whose Van Eck Emerging Markets Fund had the second-
best performance of any U.S.-based emerging market stock fund in
the past three years, was pounding the pavement to make up for
the lack of published research on Singapore's less-traded stocks.
He found the bargain he was seeking in Ezra Holdings, a shipping-
service provider for oil companies whose shares are up fivefold
since he bought them in July 2005.


Read more at Bloomberg Stocks News

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