This quote from the International report surprised me the most:
"Jamie Dimon says he doesn’t know if the coming hurricane is a “minor one or Superstorm Sandy”. We would obviously prefer the former"
Steve Johnson always said he welcomed volatility and that's when the fund would outperform. Not anymore?
The fund is not prepared for the storm I guess.
And Meta is back in the top #5....
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- Ann: Monthly Performance Report - May 2022
Ann: Monthly Performance Report - May 2022, page-4
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