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Emerging Companies Portfolio – Amendments

SSGKGN

We are buying Shaver Shop (SSG) as discussed in this weeks portfolio report.

SSG
MM are buying SSG in the Emerging Companies Portfolio, allocating 5% around $1.05
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Shaver Shop (SSG)

We are cutting Kogan (KGN) given we think there is more near term upside on SSG.

KGN
MM are selling KGN in the Emerging Companies Portfolio, taking a profit around $9.13
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Kogan (KGN)
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