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August Themes and Thematic Portfolio Review
370 Views03 Sep 2024 06:55
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
What is covered in the Full Insight:
- August Market Review
- Performance Analysis
- Investment Themes Overview
- Portfolio Changes
- Sector and Regional Insights
SUMMARY
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Full Insight
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Top Quartile
Rikki Malik
Asia L/S Equity PM/Macro/Thematic Idea Generation
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