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JXN - Van Der Mandele ARAR Fund March 2023 Investor Letter
Jackson Financial Inc. Class A
2023-04-26 04:16:00 ET
Summary
Our biggest success story was Alphawave Semiconductor Group plc with +9.7%.
The current portfolio consists of 15 stocks and a minor cash portion: a leftover from building up positions, which will be invested in the coming days.
While many are spooked by rising interest rates, we are bracing for the worst but expecting the best.