RE: RE: RE: RE: RE: Wrong direction - additional naddtional note on a positive side both Goodman and Aurion are strong portfolio managers in the resource space managing assets for many of the Dynamic resource class funds and LPs.
the focus on energy stocks with the energy % allocation has actually increased from the 2009 year end % allocation - not sure how much is allocated to VC firms (i.e. WND) in the portfolio but the energy side weighting has increased from 13.5% end of 2009 to 14.4% as at Aug 31 2010
Enjoy the Weekend!