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Jacob de Tusch-Lec is a contrarian manager investing across the market cap spectrum and geographical regions to find the best opportunities. This 'go anywhere' approach can produce a portfolio very different to the index. Jacob employs a wide economic overview followed by rigorous stock screening to identify companies with sustainable and potentially growing dividends. The portfolio will be made up of core, growth and special situation segments with allocations to each depending on the the stage of the economic cycle. This dynamic investment approach allows the manager to adjust the portfolio to suit all market conditions.
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