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 +5.26% in the week with cash sitting at a little over 13%. A strong showing across the board, Austal (ASB) was the only detractor from performance with a falloff less than 1%. Dubber (DUB) and Strandline (STA) were standouts, jumping 18% and 19% respectively. The Small Ords had a good week as well, continuing the rebound, but the portfolio outperformed the index’s 3.41% gain.