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00:00 – Introduction
02:35 – Macro environment
06:16 – Global resources
08:22 – Strategic classsifications
12:53 – Sector & region positions
21:12 – Progression of the portfolio
27:50 – Long term performance track record
28:17 – Top 10 overweight positions
30:25 – Schneider Electric
31:18 – Amazon
32:30 – Summary
33:14 – Q&A session