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Notable adds included rare earth producers (MP, Lynas), North American E&Ps (ConocoPhillips, Ovintiv), and packaging (International Paper), while exits trimmed exposure to lagging integrated oils and select renewables, aligning with…

This article was written byFollowI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and…

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