RE: Investor Webinar11 Mar 2021 10:16
They seem to have basically duplicated the Positive Change fund portfolio. OK, that is what they said they were going to do, but they might have hesitated to put 8% in Tesla at that moment. Interesting discussion in the FT last week just before the market drop about BG's strategy: an article by one of them saying stick with the winners (though, thankfully, SMT had actually been selling down Tesla), an article the following day saying this will have an unhappy ending. Looked for a few days as if the latter was going to be right!