The Market Matters Emerging Companies Portfolio targets small & mid capitalisation emerging stocks (ex-100) that show strong underlying growth characteristics – Click here to view
The portfolio had a strong week up 2.65% with cash at ~5% following some recent portfolio changes. We took profits on Lynas (LYC) and Pilbara (PLS), and added Bapcor (BAP) to the portfolio as well as topping up two other positions. Strandline (STA) traded to new highs adding ~15% on the week and Nitro (NTO) bounced following some insider buying driving the strong performance. Paladin (PDN) discussed below was the main detractor, down 7.5%
