MHH magellan high conviction trust
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Ann: High Conviction Fund Update, page-2

  1. albi000
    170 Posts.
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    25/03/20
    10:37
    Post #: 43685734
    "Over the past week, we have taken steps to increase the defensiveness of the High Conviction portfolio and
    have increased cash in the strategy from approximately 5% to approximately 19%. All cash is held in US
    dollars"

    Last week feels really late to move, most of the stocks held were 20-30 down ... time will tell.
    MHH Price at posting: $1.30 Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 3  Upvote
    lightbulb Created with Sketch.  Great analysis
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