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Factsheet | 2H19
Sharing the Factsheet for 31Dec19. We enter 2020 with half of our portfolio playing defense against the known and the unknown.
Kunal Mashruwala
Jan 14, 20201 min read
Factsheet | 1H19
Sharing the 30Jun19 allocation. For an investor, a quick look at the portfolio construct beats the manager's outlook commentary any day.
Kunal Mashruwala
Jul 18, 20191 min read
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