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Garrett-Cox takes aim at Alliance Trust critics
by Rachael Revesz on Dec 04, 2012 at 13:14
Di Bon has also added Roche, the Swiss pharmaceuticals company, as a pioneer in personalised medicine, as well as Qualcomm, a US mobile technology company, which is now the second largest holding in the trust.
‘Once we identify our best ideas we make sure that, over time, they can have a very meaningful impact instead of being diluted across a number of lower conviction holdings,’ he said.
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