Raising concentration of the portfolio. Difficult year after huge market rebound, time to find real value stocks. Shift to domestic stories.
All data based on official disclosure informafion — Bloomberg and Asset Management Company Reportings:
Manezhnaya Ploshad Value of assets Report — 1Q 2010 (download)
Manezhnaya Ploshad Value of assets Report — 2Q 2010 (download)
Manezhnaya Ploshad Value of assets Report — 3Q 2010 (download)
Manezhnaya Ploshad Value of assets Report — 4Q 2010 (download)