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Emerging Companies Portfolio – Amendments

We are making several changes to the Emerging Companies Portfolio today, repositioning towards stocks we believe offer a better mix of quality and leverage to the themes we remain confident in.
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BHP
MM are adding to BHP in the Active Growth Portfolio (only), targeting a 9.5% holding around $40
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EVN
MM are trimming EVN in the Active Growth Portfolio, targeting a 3% holding around $4.20
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Alerts

Emerging Companies Portfolio – Amendments

We are making several changes to the Emerging Companies Portfolio today, repositioning towards stocks we believe offer a better mix of quality and leverage to the themes we remain confident in.

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