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CITATION – FIRST QUARTER 2023

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Contents

MESSAGE FROM CAM

EAST WEST DIVIDE

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INSIGHTS

PALO ALTO NETWORKS: well positioned to deal with an increasingly complex cyber security threat.

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ECONOMIC OUTLOOK

THE CANARY IN THE COAL MINE

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UPDATE

ASSET VALUATION SIGNALS

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FUND PERFORMANCE

FIRST QUARTER 2023

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DISCLAIMER

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FEEDBACK

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