Alert: New purchases in the Investor Europe portfolio
11/18/2020 | 09:15am EST
We are adding four entries in the Investor Europe portfolio, to inject a little more cyclicality and reduce our exposure to healthcare. We are taking this opportunity to rebalance our positions. You will find below the descriptions of the companies included in the selection. Some of them will be further developed in the stock picks section.
We are parting with four "shock-absorbers" from our European Investor portfolio: