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1.  

00:00 

Introduction

2.  

00:07 

What Didn't Work for the Portfolio in 3Q?

3.  

01:26 

What Worked for the Portfolio in 3Q?

4.  

02:31 

Our View on the Current Political Environment

5.  

04:49 

New Additions to the Fundamental Equity Team

6.  

05:52 

How is the Portfolio Positioned Moving Forward?