Alessandro Costa

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From Fund Selection 01 July 2008

By PWM Editor

“During May we did not change the portfolio. The portfolio is mainly built with equity portfolio managers to whom we delegate decisions. In some cases like M&G Global Basics, Protea Wintergreen, Vontobel Global Value, UOB Kinetics Paradigm, Mellon Global Bond, AllianceBernstein Global Value and ING Global High Dividend we delegate stock picking and asset allocation decisions. For the remaining funds we delegate only stock picking. Ultimately the goal of our activity remains low turnover and good performance over the medium-long term.”

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Alessandro Costa

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