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Join the team as they discuss small caps, introduce Fineos and provide some shocking news about Telstra.
01:52 – Small Companies Fund update
08:25 – Are small caps more flexible or more exposed to COVID?
10:30 – Recent changes to the portfolio – ARP, ALU, AIA, SCG
12:40 – Auckland Airport (AIA)
20:34 – Scentre Group (SCG)
35:00 – Altium (ALU)
37:32 – FINEOS (FLC)
48:54 – Carbon Revolution (CBR)
50:44 – Telstra (TLS)
See omnystudio.com/listener for privacy information.
By Intelligent Investor5
11 ratings
Join the team as they discuss small caps, introduce Fineos and provide some shocking news about Telstra.
01:52 – Small Companies Fund update
08:25 – Are small caps more flexible or more exposed to COVID?
10:30 – Recent changes to the portfolio – ARP, ALU, AIA, SCG
12:40 – Auckland Airport (AIA)
20:34 – Scentre Group (SCG)
35:00 – Altium (ALU)
37:32 – FINEOS (FLC)
48:54 – Carbon Revolution (CBR)
50:44 – Telstra (TLS)
See omnystudio.com/listener for privacy information.

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