RE: O/T %pf by value - Horizonte12 Jan 2021 18:18
Bit late to the party on this one due to a trip to the dentist. So for me
HZM 60%
SAV 10%
ARC 5%
ATM 4%
BCN 2 %
Also positions in LAC, JRV and THOR. Oh and quite a few positions in things like SNG and other pharmas.
The Cantors research note made me laugh as I worked there 1986-1999, albeit not on the equity side. I will never forget when Bernie Cantor, its founder came to visit London for the first time. Three of the biggest, ex-Marine bodyguards came into the trading floor in advance, dressed head-to-toe in black, shades and walkies talkies. A few colleagues were later reprimanded for laughing at them, mistakenly thinking it was fancy dress! In walked Bernie and he looked like a cross between Danny Devito and Alfred Hitch****. Halcyon days as they say and you lot though Wasa could digress. :-)