Charles De Trenck

Thematic (Sector/Industry)

United states Industrials / Thematic (Sector/Industry)

Shanghai Electric Group Company (601727 CH)

I received a number of great responses following up on my 4 August personal take on building a long-term portfolio . Two detailed pieces coming from senior PMs at large funds which I think add value, and which I therefore reproduce below. The two commentaries are tremendous, and I am grateful for their in-depth contributions. … “CDT View” added briefly to clarify my view if needed.*** Response #1 ***Thanks for the piece…  A few responses:-- Know yourself.  Know your style, know your risk…

I received a number of great responses following up on my 4 August personal take on building a long-term portfolio . Two detailed pieces coming from senior PMs at large funds which I think add value, and which I therefore reproduce below. The two commentaries are tremendous, and I am grateful for their in-depth contributions. … “CDT View” added briefly to clarify my view if needed.*** Response #1 ***Thanks for the piece…  A few responses:-- Know yourself.  Know your style, know your risk…

China Railway Construction Corp (1186 HK)

China Communications Construction (1800 HK)

Vanguard FTSE Emerging Markets ETF (VWO US)

Shanghai Electric Group Company (2727 HK)

Shanghai International Port Group (600018 CH)

PM Views & Responses on Portfolio Construction