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Model Portfolio Update
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 final review of the year. Going forward we will be reviewing quarterly in this new format, with details on each of our top conviction positions and the names we made recommendations on without action ourselves. See inside for the full review.
06 January 2020