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Portfolio's 30th holding
Diagnostics firms among 35-strong portfolio
Focus on high quality companies
Also cautious on high-yield and IG credit sectors
Increased turnover key to fund's turnaround
Investing in businesses with 'mission critical infrastructure'
Is the end of 'pariah status' for UK assets nigh?
High conviction, long-only strategy
Company improving ESG stance
Hubs still have a future post-Covid, manager argues
