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With the start of a new
year and the opportunity to proceed with a clean slate, we believe that
diligent, fundamental analysis will uncover new securities to be purchased.
Moreover, with an open mind to new 2005 economic and investment themes, we
believe portfolio managers can uncover a number of new security selections.
On the whole, with many
market participants still mulling over 2004 performance and reviewing 2005
investment strategies, now is an excellent time, in our opinion, to reconstruct
portfolios. |
