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6372.33 + 105 1.68% 04:35

Murray International's Bruce Stout increases cyclical exposure

Bruce Stout, manager of the highly impressive Murray International investment trust, has been increasing his exposure to cyclical commodity names. Stout feels that valuations have started to become enticing, with Potash the only new addition to the portfolio in 2012. He has also been increasing exposure to Brazilian miner Vale, the world's largest iron ore producer.

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