I wonder whether it is a function of a larger team and a more diverse portfolio that individual positions don't get the write up that they use to.
A larger team and more diverse portfolio should mean more chances at hitting a winner. Perhaps the disappointing thing is the performance contribution chart. There weren't winners that did more than +0.5%. As stock pickers, you'd hope for a few winners each year especially.
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- Ann: Monthly Performance Report - June 2022
Ann: Monthly Performance Report - June 2022, page-8
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