The portfolio is increasing the weighting in UNH by 20%, based upon stronger than anticipated earnings. High levels of US employment represent a tailwind for any healthcare provider and UNH has the largest market share of any listed company in…
The portfolio is increasing the weighting in UNH by 20%, based upon stronger than anticipated earnings. High levels of US employment represent a tailwind for any healthcare provider and UNH has the largest market share of any listed company in…
For 2018, the global large cap portfolio closed out the year with a Net Asset Value of $215.28 USD per share. This compares to the 2017 year end value of $206.39 per share and produces a return, net of fees…