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September 01, 2020 1:26pm
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Wrap – Week Ended 11/10/23

. . The ZLT was down 11% on the week underperforming it's traditional and renewable benchmarks as several larger positions reported "OK, not great" quarters. We made minor adjustments to the portfolio during the week but have not yet boosted the bigger positions (having no plans to reduce them). This was a volatile week with […]
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