Claudio Barberis

http://www.pwmnet.com/Fund-Selection/Claudio-Barberis28

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From Fund Selection 01 March 2009

By PWM Editor

“Our portfolio for February changed little from the previous month. We sold some equity exposure in favour of more corporate bond exposure (AXA and Schroder corporate bond funds). We think that Central Bank intervention will slowly help credit markets - money markets liquidity has already been improving in the last few months. The overall portfolio remains conservative, with exposure to gold and high dividend stocks.”

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Claudio Barberis

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