MAB Growth Quarterly Review Q4 2025 - Flipbook - Page 4
Portfolio changes
We made no changes to our tactical asset allocation during the second quarter.
Coming into the quarter, we held an overweight to Japanese Equities and an
underweight to Continental European Equities, having closed our UK Equity
overweight at the end of February.
There were no changes to the underlying managers this quarter.
58
Manager Meetings
We attended 58 meetings during the quarter to review
existing and prospective managers.
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