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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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Thursday 17th April – ASX +24pts, CGF, BHP, STO
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Thursday 17th April – Dow -699pts, SPI down -26pts
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MM remains bullish BVS
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BVS – Bravura Solutions
Health of Bravura (BVS)
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