By
Peter Stæhr
Thomas Shrager and Tweedy give an update on the stock market, their portfolios and share their reflections on selected positions.
New investment opportunities continued to surface during the quarter, resulting in the establishment of a number of new positions in one or more of the Funds. This included a Dutch industrial conglomerate that sells mission critical products across a variety of end markets; a UK-based global provider of IT infrastructure services; a Japanese global provider of advertising services
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