Investment Environment August 2009

09.09.09

It feels like a long time ago that the Investment Environment February 2009 was sent out and at that time we expounded on the theory of "bumping along the bottom". We were also courageous enough to say that it was important to maintain portfolio positions and not throw out shareholdings which would have caused a crystallisation of losses. The Investment Environment of May 2009 argued that probabilities favour Sunter’s scenario "new balls please" setting the scene for recovery, and that probably the worst was over.

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