Quick Thoughts on Portfolio Strategy Via BlueRidge Although many schools in North Carolina were closed multiple days this week due to snow, ice and dangerous driving conditions (never-mind that the roads have been blacktop all week), some of us still managed to brave the weather and get a few things done in Lenoir. Those things included preparing for BMC Fund Investment Committee and Board of Director meetings which wrapped up yesterday. Below are a few excerpts from those presentations to provide a sense of how we are positioned in the current market: Expected returns remain very compressed across asset classes…
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