Top Picks: Building a Watchlist
Portfolio Update
2021-03-25
17:00
Top Picks introduces a watchlist of interesting companies not currently in the portfolio. We call it Alternative Picks, and the stocks go through the same process by the investment committee as the ones selected for Top Picks. Having a watchlist of quality businesses allows us to keep the alternative cost rather high.
MS
Mark Siöstedt
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Top Picks portfolio return
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