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Europe boosting military budgets
AUM of £5.7m
NAV rises 11.2%
£6bn of assets managed by Dalmore
Backed by investors and states
Up from £964m in 2024
30-Year Treasuries hit 5.11% last evening
Fiscal tightening might be 'inevitable'
Net assets at £533.4m
‘I am one of the few UK bulls’