Concerns over the possibility of Greece defaulting will continue to cast its shadow near term and volatility will rise and fall based on perceived outcomes. We tactically added to some current equity positions as markets sold off, however, we are only adding to conservative names which pay us dividends as we wade through the markets and are trading below their long-term historical valuations.
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Yorkville Perspective - October 26, 2011
Concerns over the possibility of Greece defaulting will continue to cast its shadow near term and volatility will rise and fall based on perceived outcomes. We tactically added to some current equity positions as markets sold off, however, we are only adding to conservative names which pay us dividends as we wade through the markets and are trading below their long-term historical valuations.