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.
scroll
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Question asked
Gerrish: The correction is done, we’re positioning for what comes next
Close
A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Close
Friday 9th May – Dow up +254pts, SPI up +3pts
Close
MM remains bullish BVS
Add To Hit List
Related Q&A
BVS – Bravura Solutions
Health of Bravura (BVS)
Does MM like BVS &/or JEPI?
Does MM have any interest in Bravura (BVS)?
Does MM see merit in “Averaging Down”?
Does like BVS at current levels?
What does MM think of BVS after its savage decline?
Buying Magellan (MFG)
Relevant suggested news and content from the site

Video
WATCH
Gerrish: The correction is done, we’re positioning for what comes next
The Market Matters lead portfolio manager talks the recent recovery, Trump, gold, and why he thinks there's plenty of opportunities.

Video
WATCH
A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

Podcast
LISTEN
Friday 9th May – Dow up +254pts, SPI up +3pts
Daily Podcast Direct from the Desk
Members only
UNLOCK MARKET MATTERS NOW
Take a free trial.
No payment details required.