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Andrew Linden

Edinburgh Partners - interesting movements

Edinburgh Partners - long-term equity management company with more than $2.4B assets under management. The fund released their portfolio updates and there are some interesting picks for me. 

Edinburgh Partners Ltd reported adding to its positions of:

  • Baidu
  • Celgene Corporation
  • Chevron Corporation

Positions in the following companies appear to have been reduced:

  • Microsoft Corporation

It would appear as th ough Edinburgh Partners Ltd sold all of its holdings in:

  • Google Inc.
  • Google Inc Class A

At the first glance it seems that they are waiting for a recession in technology and potential long-term bounce from the oil. However, the last line is more promising for Google:

Brand new positions appear to have been established in:

  • Alphabet Holding Company, Inc.
  • Micron Technology

So I think that their decision to reduce their number of shares in Microsoft is just the selective decision - the fund added shares of MU to its portfolio.

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