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-You say they ar...Very nice analysis. My comments:<br /><br />-You say they are no longer paying for marketing firms. This seems odd considering they are trying to raise significant assets again due to client attrition. Do you know how reliable these firms were in the past for CLIG and how capable the firm's in-house marketers are? Even with great performance marketers are crucial to fundraising. <br /><br />-You think CLIG's strategies add alpha. EM Core is becoming a "commoditized" area of the emerging markets and without strong long-term performance clients will stay away, even if discounts are historically wide. Unfortunately performance chasing drives allocations and large institutions won't invest until the discounts narrow before they invest. Besides their recent struggles, are they at least 200-300bps ahead of the MSCI EM index over the long-term to justify a client hiring them? <br /><br />Thanks for sharing your analysis. You may not need either of these to matter in order to make an acceptable rate of return. Anonymousnoreply@blogger.com