SLOANE ROBINSON LLP Information

36 QUEEN STREET, LONDON, , EC4R 1BN, (44207) 929-2771

Report Date: 12/31/2014

Position Statistics

Total Positions 18
New Positions 6
Increased Positions 8
Decreased Positions 10
Positions with Activity 18
Sold Out Positions 7
Total Mkt Value (in $ millions) 56

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 1.38%
Energy 0%
Financial 27.81%
Healthcare 8.51%
Services 11.78%
Technology 50.51%
Transportation
Utilities

8 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WESTERN DIGITAL CORP COM 14,044 11,489 449.62 145,100
BAIDU INC SPON ADR REP A 13,924 13,924 New 71,500
ISHARES TR MSCI EMG MKT ETF 8,726 8,726 New 203,300
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 5,547 5,547 New 126,300
ADECOAGRO S A COM 775 57 7.87 78,100
MARKET VECTORS ETF TR VIETNAM ETF 743 743 New 43,000
WISDOMTREE TR JAPN HEDGE EQT 282 282 New 5,000
MARKET VECTORS ETF TR GOLD MINER ETF 261 261 New 12,900


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