Results for “Trafficking in Persons and Worker Exploitation Task Force”

to add high‐beta stocks and shed low‐growth utilities. This was exacerbated by:

it is not unusual to find long and/or sharp periods of utility underperformance (as

when combined with wholesale shorts and market

over the next 24 months global utilities rise by 38% on an absolute basis and outperform the global

tech and telecom were the best‐performing sectors

and the portfolio’s net interest rate risk is kept within acceptable limits as we select stocks in the

Jos Shaver has covered the global utility and infrastructure sectors for the past 21

develop a thesis and then conduct deep‐dive research to gain

and assess what might be priced in by thoroughly

and the implementation of these structural changes are

utility stock prices (and the Street’s estimates)

as we also consistently play for “singles and doubles” in the global utility sector with

as the ability to find and generate short alpha would have been difficult given the sector’s

Jos Shaver led UBS’ Asian utility industry group and had the privilege of working with Lord

nothing would bar them from revealing the subpoenas’ existence to the victim - and