The last 12 months have seen a rotation out of quality growth and small cap companies to resources and financials. The broader market has been subdued with most companies struggling to achieve top line growth outside of the resources sector.
During this webinar Managing Director Tim Samway will provide a portfolio update and will address the recent performance of the funds.
- Why earnings growth will drive share prices
- Is there any growth left for the banks?
- Portfolio performance update
- Q & A