MM recently allocated 4% of our Flagship Growth Portfolio into this recovery business which has clearly endured a very tough few years. We like our purchase but it’s unlikely we will add to this holding considering where we see the cycle for the tech sector.
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Webinar Recording | Will NVIDIA Ignite or End the AI Trade?
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Monthly Update: Portfolio performance and positioning during October
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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Monday 8th September – Dow off -220pts, SPI off -15pts
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MM remains bullish BVS
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Related Q&A
Outlook for Bravura BVS
BVS – Bravura Solutions
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Does MM like BVS &/or JEPI?
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Does like BVS at current levels?
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