Brompton Funds Shifts Portfolio Toward Logistics, Energy, and Industrial Stocks

Laura Lau of Brompton Funds outlines a strategic portfolio rebalancing that includes increasing positions in Prologis, Valero Energy, and Mitsubishi Heavy Industries while reducing exposure to AtkinsRéalis.

28 Aug, 08:45 — 28 Aug, 08:45

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globe-and-mailHigh1d ago

Why this $6-billion money manager is buying Prologis and selling AtkinsRéalis

Laura Lau of Brompton Funds also likes Valero Energy and Japan-based Mitsubishi Heavy Industries

By Brenda Bouw

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Brompton Funds Shifts Portfolio Toward Logistics, Energy, and Industrial Stocks

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Why this $6-billion money manager is buying Prologis and selling AtkinsRéalis

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