08 April 2020
The Edge Model Portfolio Performance - Q1 2020
The Model Portfolio is run for the benefit of our clients. Our primary job isn’t to run money, so none is used, but it’s a track record of what we said, what we like and a benchmark for our calls. Contained within is the review of Quarter 1 of 2020, with details on each of our top conviction positions and the names we made recommendations on without action ourselves. See the above attachment for the Q1 2020 Model Portfolio review.