Mr Bearbull 

Theory meets practice

Mr Bearbull

Mr Bearbull

Help, I thought I was diversified, but now I’m not sure, a reader told me last week. The example he took from his portfolio was the relationship between two investment trusts, TR Property (TRY), which majors on property in Europe and especially south-east England, and Pacific Assets Trust (PAC), whose focus is equity markets in Asia’s developing countries.

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