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The Diversified Independents

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The Diversified Independents have underperformed in the past, but are we starting to see a renaissance? We look at the benefits and weaknesses of a diverse portfolio and how the unique strategic positioning of the companies has allowed them to shine as the oil price recovers. We also contemplate the next move for the group. Will they continue to re-trench onshore US, or is something more dramatic on the cards?

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    Diversified Independents.pdf

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