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Table of content1. Executive summary2. The distinct companies in the portfolio2.1. Barclays2.2. WPP2.3. Vodafone2.4. IG Group2.5. Direct Line Insurance Group2.6. Berkeley Group Holdings2.7. Sanne Group2.8. Edinburgh Investment Trust2.9. Reckitt Benckiser Group2.10. GlaxoSmithKline2.11. BP2.12. Glencore3. Conclusions4. Reference List