Alessandro Costa

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From Fund Selection 01 April 2007

By PWM Editor

“At the end of February, we reduced the portfolio equity exposure adding a new fund: Crédit Agricole AM Volatility Equity which focuses on relative arbitrage trades based on the European Equity Markets’ volatility. We think the market valuations are still in a good shape even if there are some concerns on excess of liquidity that could cause a short-term increase in market volatility.”

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Alessandro Costa

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