Author Archives: Dennis Baran

About Dennis Baran

I’m a retired Montana English teacher with a B.S. in English from Winona State University (MN) and an M.S. in Psychology and Secondary Education from the University of Montana. After retiring, I worked at the local newspaper as an admin assistant and then at FedEx Express in a similar role for a total of 11 years. I became interested in investments nearly four decades ago, took a couple of investment courses, and since then, plying prospectuses, doing investment research, learning from many others, and writing several MFO profiles. Most of all, I enjoy the outdoors for hiking, cycling, cross country skiing, telemarking, and astronomy under Montana’s “Big Sky.” I’m in love with writing and the English language. Favorite books include Smart Brevity by the writers of Axios (Jim VandeHei, Mike Allen, and Roy Schwartz; and How to Write Like A Writer by Thomas C. Foster. As Thomas Mann wrote, “A writer is someone for whom writing is more difficult than it is for other people.” That’s why it’s fun.

Sunbridge Capital Emerging Markets (formerly Fiera Capital Emerging Markets Fund), (RIMIX, CNRYX), October 2016

By Dennis Baran 

At the time of publication, this fund was named City National Rochdale Emerging Markets Fund.
This fund was formerly named Fiera Capital Emerging Markets Fund.

This fund has been liquidated as of February 10, 2023.

Objective and strategy

The fund seeks to provide long-term capital appreciation primarily by investing in locally listed large, medium, and small quality companies broadly accessible to U.S. investors within Asian Emerging Markets. The Adviser conducts on-the-ground research to provide direct insight into these companies using its domain expertise in the region, and while it may invest in companies from any emerging market country, it expects to focus its investments in Asia.

The fund is intended for long-term investors who have a time horizon of at least 5 years but preferably 7-10. It was first mentioned in the April 2015 edition of MFO as Continue reading →