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Q3
As a firm, our biggest position has been Assured Guaranty (AGO) for quite some time. We have written about it extensively and covered the attractiveness of the opportunity in great detail. Today was a great day, as we really got confirmation of the incredible progress that this company is making.
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    7242 East Cortez Rd
    Scottsdale, AZĀ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784