Establishing Positions – March 2023

This month we opened our model India portfolio, establishing many of our target positions. The following sectors look to be cheap in our opinion, meaning we were most comfortable deploying capital in these areas of the portfolio. Key Sectors for Capital Deployment: Transactions Below is a list of all the...

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Establishing Positions – March 2023

This month we opened our model UK portfolio, establishing many of our target positions. The following sectors look to be cheap in our opinion, meaning we were most comfortable deploying capital in these areas of the portfolio. Key Sectors for Capital Deployment: Transactions Below is a list of all the...

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