Tactical Update
A report on our tactical portfolio moves for the week, all which occurred Thursday. Global Opportunities portfolio: Sell AHT, Sell UPL, Buy CELG, Buy MSFT Ashford Hospitality Trust is a hotel Reit we purchased in the first quarter of 2011. With low interest rates, our thesis held that Ashford would obtain cheap refinancing of existing debt and leverage the performance of prime properties [...]
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