PNI has been sold off aggressively from recent highs and is now back to an attractive valuation. We are initiating a new position with a 4% weighting.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Friday 30th May – Dow up +117pts, SPI down -17pts
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Gerrish: The correction is done, we’re positioning for what comes next
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Active Growth Portfolio – Showing Weighted Beta
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MM are buying PNI in the Emerging Companies Portfolio, allocating 4% around $18
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