Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘16
1
42 54 12 92.8%
2
34 55 21 99.7%
3
33 40 7 92.6%
JRVR icon
4
James River Group
JRVR
$242M
30 60 30 87.3%
5
30 80 50 90.4%
6
25 31 6 18.6%
7
25 50 25 88.4%
8
25 67 42 88.1%
9
25 73 48 89%
10
25 50 25 82.1%
MXI icon
11
iShares Global Materials ETF
MXI
$232M
24 32 8 69.5%
12
23 49 26 90%
13
22 37 15 5.18%
14
22 45 23 88.1%
15
21 33 12 39.2%
16
21 45 24 88.3%
17
20 37 17 95.6%
18
20 66 46 87.5%
19
20 51 31 95%
20
19 34 15 92.2%
21
19 37 18 90.5%
22
19 27 8 34.1%
23
18 56 38 99.6%
24
18 26 8 99.6%
25
18 52 34 97.9%