Taking Stock Weekly Insights 17 July 2020

In this edition of Taking Stock, Co-Founder, Executive Chairman and Chief Investment Officer Tim Lincoln and Head of Research Kien Trinh explain why the market has performed resiliently despite the outbreak in COVID-19 infections in Melbourne, Victoria and the US. As the reporting season approaches, they provide insight into the Managed Funds strategy and highlight companies that are susceptible to renewed lockdown restrictions. They analyse the trading update from Altium (ALU) and Netwealth (NWL) and place Breville Group (BRG) under the microscope. The question of the week is “How should you position your portfolio ahead of reporting season”

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