Re: Brandywine Oak Private Wealth -10.17%

Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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monk

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Re: Brandywine Oak Private Wealth -10.17%

in response to

Brandywine Oak Private Wealth -10.17%

CWDM

posted on Jul 24, 2022 04:05AM

Just in case any of us were planning on getting hysterical about this, there's a lot of context to this. Over the last month, Brandywine have reduced their holdings from 341 stocks/funds to 315. They've reduced their holdings of Apple, Novidia and Cisco, to name a few. This is not a reflection on POET, it's a reflection on Brandywine's strategy and the market at large

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