Main idea – take high-beta stock to rebound after 2008 crash. Main focus on growth and some dividend stories.
Raising concentration of the portfolio.
All data based on official disclosure informafion — Bloomberg and Asset Management Company Reportings:
Manezhnaya Ploshad Value of assets Report — 1Q 2009 (download)
Manezhnaya Ploshad Value of assets Report — 2Q 2009 (download)
Manezhnaya Ploshad Value of assets Report — 3Q 2009 (download)
Manezhnaya Ploshad Value of assets Report — 4Q 2009 (download)