Hedgie Howe gets new model for Christmas

The manager of the Opera Pan-Asia Fund hopes that a new net exposure discipline for 2011 will help his fund to side-step future crises.


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How will you alter your portfolio after the US election result?





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Underweight US
  16%
 
Overweight US
  44%
 
Underweight EMs
  7%
 
Raise cash levels
  19%
 
No change
  14%
TOTAL VOTES: 149
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December 2016/January 2017 Magazine
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