…of the portfolio performs in relation to that dominant counter. Uncorrelated performance Brian Pyle, co-manager of the Old Mutual Industrial Fund, says they constantly think about how to strike this ...
…of the portfolio performs in relation to that dominant counter. Uncorrelated performance Brian Pyle, co-manager of the Old Mutual Industrial Fund, says they constantly think about how to strike this balance. At the end of September, the fund had a…
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How do you solve a problem like Naspers? (Part 2) – Moneyweb