1. 00:00 Introduction »
2. 00:07
Every Year Is Unusual in Its Own Way »
3. 02:50
Performance »
4. 03:21
Considering Our Base Case for Macro Factors »
5. 06:09
The Portfolio Remains Cheap »
6. 06:37
Engery - Appears Primed for Improved Sentiment and Valuation »
7. 08:07
Fourth Quarter 2017 Sector Attribution »
8. 08:59
What We Don't Own »
9. 09:34
For Further Information »
10. 09:43
Disclosure »
