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1.  

00:00 

Introduction

2.  

00:07 

Performance

3.  

00:42 

The Portfolio Remains Cheap

4.  

01:23 

Is Value Ready to Make a Comeback?

5.  

03:11 

We have Reduced Our Cyclical Overweight*

6.  

04:11 

First Quarter 2018 Sector Attribution

7.  

05:36 

For Further Information

8.  

05:45 

Disclousre