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May was a difficult month for the portfolio, but John Rosier remains focused on quality for the long term

Bearbull explains the rationale behind his income portfolio’s latest acquisition

John Baron focuses on two pockets of value as he increases the portfolios’ equity exposure

John Rosier has found two new holdings that meet key quality and value requirements

Bearbull: Here's how to find out which portfolio holdings have the best characteristics

John Baron: It was right for my portfolios to be defensive, but the time has come to re-risk

Trillions must be spent to replace unsafe bridges, old dams and mediocre roads

The holdings had worked well over the prior 18 months, but are now a hindrance

Some investment companies with earnings linked to inflation are available at near-record discounts, John Baron writes

With more than 40 per cent of his portfolio committed to one sector, John Rosier outlines the thinking behind his conviction