Global equity star: why I’m owning fewer names than ever

Citywire AAA-rated David Eiswert has trimmed back his global equity fund to the leanest number of stocks he has ever held, pointing to several macro trends as the rationale for dropping his exposure. The T. Rowe Price manager reveals to Citywire Global that has dropped from 75 positions in April to 68 as of the end of July – a figure that stands to decrease even further.

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