Generalist/Macro Funds
Are there any generalist funds left out there? I don't want to cover everything in the market but I am super interested in banks, internet, software, semiconductors, real estate, consumer and a couple other verticals. I've struggled with the idea of going into a fund where I solely focus on software. I completely understand why you would focus on only one but I am simply more passionate about focusing on the vertical that seems more rewarding from a thematic or secular perspective at a given point in time.
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