Michael Richter

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From Fund Selection 01 December 2004

By PWM Editor

Michael Richter, head of asset management team, Epicon Investment
Based in: Vienna, Austria
“Improving economic data, especially in the US, make us feel very comfortable with our being overweight in equities. To reflect our, at least short-term, bullish sentiment and our expectations of rising inflation, we substituted the JPMF International Bond Fund with the Dexia Inflation Linked Bond Fund, which should perform well. Further, we sold the Griffin Eastern European Fund and brought on the Magna Eastern European Fund.”

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