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This stronger position has meant that the belief has been capable of review its portfolio and to take motion not driven by a determined search for dividend income. We have created a ‘Pandemic Portfolio’, being those companies within the portfolio whose shares have fallen to a degree most likely never seen before and certainly well beneath the bottom ranges reached in the Great Financial Crisis. It is our perception that purchases made right now in what are good, nicely run corporations will produce strong returns in the future. In this Covid-19 crisis, the trust finds itself in a a lot …
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