1. 00:00 Introduction »
2. 00:21
Style Analysis »
3. 00:40
Economic Review »
4. 01:43
Market Performance »
5. 03:26
Positives for Relative Returns »
6. 04:51
Negatives for Relative Returns »
7. 06:03
Attribution Analysis »
8. 06:29
Portfolio Positioning »
9. 07:59
Sector Weights »
10. 08:31
For Further Information »
11. 08:39
Disclosure »
