Webinar

Webinar





Table of Contents

Introduction

1:03 Preview / performance summary

3:09 Looking ahead

4:57 Catcher Technology (buy rationale)

6:39 4th Quarter contributors & detractors

7:52 Portfolio activity

8:39 Positioning

9:32 Q&A

Table of Contents

Introduction

1:21  Market performance review

3:58 Valuation of utilities relative to banks

4:28 4th Quarter contributors & detractors

6:01 Portfolio activity

7:50 Q&A