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Chris Cerrone - A Simple, Quality Discussion
The Business Brew
Isn't That What Ise Had to Buy?
Even though the mutual fund has 22 holdings, there's some sort of repeats in there. We have both k k r and brookfield acid management, for example. So again, it's giving you exposure to the same major trensn and themes,. But in a in sort of an unconstrained portfolio. The the size of the positions can get w in excess of 20%. And that doesn't cause us any sort of indigestion.
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