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May 04 2010

Putting Lipstick On The “PIIGS”

  • May 4, 2010

Global Industries equity portfolio has little to no exposure to the PIIGS (Portugal, Ireland, Italy, Greece, and Spain) as our Global Group Selection Scores have not led us to industries that have many component stocks domiciled in those countries.  However, if this work leads us to groups with heavier exposure to the PIIGS, we’ll buy them without blinking.

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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager