Christian Jost

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From Fund Selection 01 November 2006

By PWM Editor

"Our portfolio has remained unchanged, letting us fully participate in the excellent development of all our positions. The equity as well as the bond portions have proven our re-allocation decisions of August/September to have been right. The same is true about our alternative investments and our asset class mix as a whole. At the moment we follow the old rule: let your winners run.”

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Christian Jost

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