We are adding to our existing position in NEXTDC (NXT), increasing by 2% taking it to a 5% target portfolio weighting. We view NXT as a quality data centre operator, with strong growth potential over the coming years.
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Gerrish: The correction is done, we’re positioning for what comes next
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Friday 9th May – Dow up +254pts, SPI up +3pts
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MM are adding to NXT in the Active Growth Portfolio, target a 5% weighting around $16.40
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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