27 October 2009

Old Atticus Today

Lots of changes at Atticus. Who knows who is still working there or what's in their portfolio. Atticus took big courageous bets on WYE and SGP back in June. Definitely playing for the averages back then. This is what their old portfolio would have looked like today.

Here are the sectors that Atticus was buying into last June. Didn't look like they were shutting up shop.

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