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Please join us, from the convenience of your desk, home office or mobile device for a performance and portfolio update.
At our first Webinar for the year, Julian Morrison, Investment Specialist will provide you with an overview of the current positioning and performance of each of our Funds. Julian will be joined by Simon Mawhinney, Chief Investment Officer and Managing Director, who will be delivering an update on some of the portfolio’s holdings including QBE Insurance Group Limited, Sigma Healthcare Limited, AMP Limited and Nufarm which we have covered in recent “Stock in focus” sessions.
As long-term investors we do not focus on short term results nor expect instant recovery in the stocks that we buy and for this reason tend not to comment, however due to popular demand Simon will be providing an update and is looking forward to your questions.
CPD points will be made available after the event.