February 22, 2024
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Portfolio watch

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After upgrading its economic forecast mid-way through 2023, Alamar Capital Management, based in Santa Barbara, is wrapping up a year of 25% gains, fueled in part by Cisco Systems offer to  acquire Splunk, one of the fund's biggest holdings, for $28 billion cash.  Portfolio manager George Tharakan writes that "We are quite optimistic on the US economy…

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