All this requires better fund governance, which really means greater internal resources, with delegation to staff by a board which concentrates on long-term strategy and oversight of member interests.
01/08/2008
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Opinion
The roughly US$2 trillion ($2.8 trillion) sell-off in the global software sector since September 2025 is, while a painful drawdown for growth investors, also a timely reminder that asset owners should be more alert to stock-specific dispersion and hidden concentration risk inside portfolios, writes JANA head of research execution, Matthew Gadsden.
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