In
2025, the team sold shares of seven businesses and added seven new ones. Most
recently in Q4, Mercedes-Benz Group was added to enhance quality, income, and
dividend growth potential. The Pool remains well diversified, with 39
businesses spanning 16 industries and 10 countries.
On
the bond side, most of the fixed income is in investment-grade credit,
providing durability and liquidity while earning roughly 4% as the team waits
for new opportunities.
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