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  • Writer's pictureMarcus Bogdan

Buying Bega Cheese (BGA) & portfolio positioning COVID reopening

Bega Cheese (BGA) was recently added to the portfolio, with Marcus Bogdan telling ausbiz it's acquisition of Lion Dairy Drinks has strengthened the underlying business.

Blackmore's defensive tilt remains, but Marcus says increasing vaccination rates mean investors need to keep an eye on companies that will benefit from the reopening.


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