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dewophile

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dewophile

Re: chantillylive post# 243969

Thursday, 09/29/2022 11:38:43 AM

Thursday, September 29, 2022 11:38:43 AM

Post# of 252359
In healthcare I’ve decreased small bio positions and increased large bio and pharma that are ex US bc I think the strong dollar is a tailwind considering most generate a lot of revenue in dollars but costs are skewed towards home currency so margins are benefiting from FX (as well as reporting in home currency )
E.g. GSK
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