Alessandro Costa

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From Fund Selection 01 September 2008

By PWM Editor

We reduced our exposure to US equity markets by removing Wintergreen Fund and Nordea North America Value Fund. We took a bigger exposure to global equity markets adding a new fund to the portfolio, DWS Global Value Fund, and increasing the weight of M&G Global Basics Fund. Low turnover in the portfolio is a goal of our activity, especially considering the present conditions of financial markets, marked by persisting high volatility. In spite of unsatisfying results in the short term, we believe that the portfolio is built to return a good performance over the medium-long term.”

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Alessandro Costa

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