Marjolijn Breeuwer

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From Fund Selection 01 April 2005

By PWM Editor

“We are gradually decreasing the US equity exposure. We also added a small position in Genus 15. Genus 15 focuses on a selected universe of under-followed European (ex-UK) firms whose earnings potential is not recognised by the market. The long segment of the portfolio will be concentrated into a maximum of 15 equities representing the managers highest conviction ideas. On the short side, the manager tends to focus on those firms where cash flow generation is weak but not yet fully reflected in reported earnings. ”

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Marjolijn Breeuwer

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