update on our long list in europe (going a bit defensive) Out: LONN SW (grade down to 53), LOGN SW replaced by 2 defensive names : GSF NO & BARN SW You Might Also Like we stop our long trade in Inditex September 4, 2018 Buy world cup names (adidas, ABinbev, Carlsberg, Yandex …) June 10, 2018 we take profit in Mediobanca (MB IM) September 18, 2018