Our first IPO Candy portfolio "Named Candy" is designed to help investors focus on what we view as the most attractive newly-public names in the market. This portfolio has a growth orientation but will also seek to have some diversity by selecting "best of" companies across many different industries - we don't want to end up with a portfolio that is all technology and healthcare.

Before we get to the names here are a few facts to consider about how the portfolio will be managed:

  1. This is a long-only portfolio. Our aim . . .

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