Macro Overview - More Capacity - Positioning

All, 

Please find a new Macro Overview Sheet here.

We have cast the net wider and have included more names in the PDF version.

With Juliano in the team and having returned from Easter and the Corona, we now have much increased capacity for new ideas.

Tomas, Juliano and I will be discussing names and strategies this afternoon across that spectrum and chose next names / positioning. Please let us know if you have any favourites.

Wolfgang