A good presentation by Andrew Bell, this afternoon. He gave very good answers to the questions as well.
Fortunately the rain stopped before we started, so it was possible to go into the courtyard at Merchant Taylors' Hall with one's afternoon tea. Had a good chat with one of the directors.
The part of the portfolio which they look after themselves is interesting. They try to invest in funds which are different and have had good success with three of them, which boosted their performance.
TJH
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tjh290633
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