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John Baron focuses on two pockets of value as he increases the portfolios鈥� equity exposure
John Rosier has found two new holdings that meet key quality and value requirements
Bearbull: Here's how to find out which portfolio holdings have the best characteristics
John Baron: It was right for my portfolios to be defensive, but the time has come to re-risk
Trillions must be spent to replace unsafe bridges, old dams and mediocre roads
The holdings had worked well over the prior 18 months, but are now a hindrance
Some investment companies with earnings linked to inflation are available at near-record discounts, John Baron writes
With more than 40 per cent of his portfolio committed to one sector, John Rosier outlines the thinking behind his conviction
John Baron explains how he's investing in themes of the future
John Rosier expects 2023 to be another strong year of dividend income for the J果冻传媒 Portfolio
