Of the portfolio's composition.
Justin is not an idiot, not by any stretch. He's gotten where he is for a reason. But ALF has been too wrong for too long, in my view. Some sort of change is needed. With some of the recently publicised staff movements perhaps they're on their way. Dan Broeren's a good start, he's sharp on retail especially (though he's not that new - he's been with Watermark for six months or more now).
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