currency headwind for the month of -7%, it softened on the way down and headwind on the way back.
that implies investments returned about 11.5% return for the month a bit better than benchmark index of 10.5 but overall performance down a bit on higher cash position in more defensive mode, a lot of managers in in high cash %.
looks like they took some profits in paypal it has gone from top20, not unhappy if they trade a bit into this bounce and take some profits.
activision has been in the portfolio for a while but was outside top20, may have moved in on price change or maybe increased weighting.
agree that the top20 has a better look about it now but would like to see them take profits as they hit exit points I am not confident of a continued bounce.
currency headwind for the month of -7%, it softened on the way...
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