With Brexit looming and US rates climbing, many investors appear to have adopted a more defensive stance. Dan Whitestone, manager of BlackRock Throgmorton Trust (THRG), has reduced the portfolio’s net exposure to well below 100, taking profits on some positions. Otherwise, Dan’s focus remains on the longterm drivers of growth, and his ability to short companies with unsound business models gives him another way of adding value even in falling markets, as was evidenced in THRG&rsqu
16 Jan 2019
Throg’s shorts shine
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Throg’s shorts shine
BlackRock Throgmorton Trust PLC GBP (THRG:LON) | 588 0 0.0% | Mkt Cap: 549.6m
- Published:
16 Jan 2019 -
Author:
Ed Marten -
Pages:
10
With Brexit looming and US rates climbing, many investors appear to have adopted a more defensive stance. Dan Whitestone, manager of BlackRock Throgmorton Trust (THRG), has reduced the portfolio’s net exposure to well below 100, taking profits on some positions. Otherwise, Dan’s focus remains on the longterm drivers of growth, and his ability to short companies with unsound business models gives him another way of adding value even in falling markets, as was evidenced in THRG&rsqu