Portfolio Update for June 16
Looking ahead, the annual restructuring of the small-cap Russell 2000 index concludes on June 26th. The announcement of the results is a major event for small-cap companies and we watch for movement in this index to reflect where asset managers that use it as a benchmark could rebalance their positions and present opportunities for us in the process. For now, Dan gives guidance on all the open positions in the portfolio, including moving one position from a buy status to a hold.
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