Below are some of the key investment decisions that our portfolio managers have made and the reasons for them.

17 September 2019

Sold our holding in Boral Limited (BLD)

After falling below $4 a share following the disappointing result the stock has recovered almost as sharply rallying over 20% in three weeks. With the stock

13 September 2019

Added to our position in Australian Leaders Fund (ALF)

Added to our position in Australian Leaders Fund (ALF). The company continues to trade at a very attractive discount of around 20% to its NTA

29 August 2019

Bought shares in in Link Administration Holdings (LNK)

With the removal of some short term negatives that has plagued the stock over the past few months and we feel that recent weakness provides an attractive en

5 September 2019

Bought a shares in Amcor PLC (AMC)

Over the past few months, trade-sensitive sectors and global earners such as Amcor have lagged but we feel the 15% pullback from their July highs is a great

12 August 2019

Westpac Capital Notes: Buying for 6% income

We've been monitoring the income securities space awaiting the Federal election and potential changes to negative gearing for the housing sector