We are using likely market weakness this morning to increase our weighting in HUB24 (HUB). This is a market linked play, and should be down sharply this morning. We believe weakness this morning will prove to be a buying opportunity overall.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Friday 30th May – Dow up +117pts, SPI down -17pts
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Gerrish: The correction is done, we’re positioning for what comes next
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Active Growth Portfolio – Showing Weighted Beta
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MM are adding to HUB in the Active Growth Portfolio, targeting a 5% weighting into weakness this AM
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Active Growth Portfolio – Showing Weighted Beta
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