Podcast now back to its normal ‘Monday at the close’ timing cadence. This week we cover the 🐿️’s new concentrated China equity portfolio.
The Weekend Note:
Concentrating on China
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In last week’s note covering the opportunity in the Asian life insurance sector, I mentioned that I was working on reorganizing my concentrated China ‘Acorn’ book in part to make room for these 2 new additions but also to tilt the portfolio’s focus as we gross it back up once the Hormuz Crisis is in the rearview mirror. I am now ready to share it.
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