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 was up +3.02% in the week with cash sitting at a little over 13% after taking profits on Coronado Resources (CRN). The main contributors were Calix (CXL) +12.91% and Aussie Broadband (ABB) +11.41% more than offsetting weakness elsewhere. We have built a solid cash position in recent weeks looking for opportunities to deploy it.
