Distressed allocations boost Himeji
Thu May 21, 2009
The Stratton Street Himeji Fund gained 8.68% in April,
largely thanks to continuing outperformance by the fund's
mid-cap distressed valuation cyclicals. The portfolio included
32 such names, accounting for 20% of the fund. These were
stocks that fitted the criteria of being second-line, cyclical
plays with valuations under pressure and very closely
ISSN: 2151-1845 / CDC10004H
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