Claudio Barberis

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From Archive 31 May 2012

By PWM Editor

“This month we are changing the asset allocation of the portfolio, reducing the alternatives exposure. We sell a global macro fund and maintain exposure only on the Julius Baer Absolute Return Europe and the Dexia Index Arbitrage. We increase the exposure to the absolute return fixed income funds we already own and maintain unchanged the equity portfolio. The allocation is now more exposed to global spreads and fixed income markets with short or flexible duration management. In the equity portfolio we introduce the Calamos US Equity Growth fund.”

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