- 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).
For further details see:
USD Partners: Good Things Come In Small Packages