hamish owns the FANGM. the hit here from rate rises will torch the offset defensives will provide. anything with duration like defensives may not provide downside. and he has no low duration cyclicals which is where the rotation will occur. the only sure thing with magellan is the high fees, means your already underperforming peers before you even play.
MFG Price at posting:
$20.98 Sentiment: None Disclosure: Not Held
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