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By PWM Editor

“In the last month we haven’t made any change to our portfolio. Any choice in the current market would be very difficult at the moment, so we prefer to maintain our position. The top funds in our portfolio are all ­managed by high-quality managers who will do a good job even in this unstable scenario – such as Tom Dobell and Graham French (of M&G), David Winters (of Wintergreen) and Carlos Jarillo (of Long Term Investment).”

 

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