Claudio Barberis

http://www.pwmnet.com/Fund-Selection/Claudio-Barberis26

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From Fund Selection 01 May 2009

By PWM Editor

“In April we sold some quantitative equity funds and reduced exposure to gold and energy related products. We substituted them with actively managed funds on Euroland equities (HSBC) and US equities (World Express US Equities managed by W.Scott). We are not changing our core bond positions on euro markets and absolute return funds such as JB Absolute. We maintain our exposure to the corporate bond market which we started at the beginning of the year.”

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Claudio Barberis

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