Alessandro Costa

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From Fund Selection 01 March 2007

By PWM Editor

“In January we did not change our portfolio, it remained overweight in equities relative to bonds taking advantage of the rally in the global equity market. We continue to believe that equity valuations are appropriate even if there are some concerns about a potential slowdown in the global market. Currently we are monitoring other equity funds in the European area to diversify our exposure with some bets on specific countries.”

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Alessandro Costa

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