This proposal has been long-anticipated by the investment industry. Negative potential impacts upon certain sectors (pharmaceutical manufacturers, medical device manufacturers, hospitals) are highly visible and have been written about, and modelled by this manager, for some time.
The portfolio does NOT presently hold any investments deemed to be imperiled, based upon the plan. This proposal, when passed in some adjusted form, represents an OPPORTUNITY, not a risk, for the global large cap growth portfolio.
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