Yeah but I'd probably not focus on individual sectors if that what you mean by "industrials", (forgive me if I've misunderstood that) slide 8 along with the pie graph showing cash held in the international fund probably illustrates my thesis for the upside to the platinum bottom up value style to out perform and return to favor. At best I'm hoping this first half fy to stabilize, maybe some green shoots coming through in the second half regarding fum.
Yeah but I'd probably not focus on individual sectors if that...
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