Marjolijn Breeuwer

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From Fund Selection 01 October 2004

By PWM Editor

Marjolijn Breeuwer, manager selection team, Insinger de Beaufort
Based in: Amsterdam, The Netherlands
“We have made several changes to the absolute return portion of our recommended portfolio. Consistent with our strategy to focus on a more concentrated portfolio we have actively been redeeming a number of (predominantly long/short and arbitrage) managers within the IdB MM Zeus fund. We plan to make more changes on the long only side in the coming period. Our strategic asset allocation of long only equity, fixed income and absolute return managers has remained intact.”

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Marjolijn Breeuwer

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