EPD - USD Partners: Good Things Come In Small Packages

• We've just confessed that we started lightening-up on our energy exposure, due to an oversized allocation, not a change of opinion!
• Nonetheless, we haven't slammed the door in the face of new opportunities, even if they belong to the (non-)"forbidden" fruit/sector.
• USDP currently resembles the situation of Zelenskyy/Ukraine in many ways: Small, fragile, volatile, messing with super-power/s, living under threat.
• Just as we pray for the sake of the latter (as human-beings), we are hopeful about the former (as investors).

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