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Det er klart for årets siste top picks. Hittil i år er porteføljen opp 38% mot Oslo Børs på 11%. Vi gjør en del endringer i denne oppdateringen. Inn kommer Borregaard, Subsea 7, Golar LNG, DNB, Norbit, Tomra og Okea. Vi beholder Link mobility, Vend og SalMar.
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