• Marcus Bogdan

The potential for portfolio rotation into Value & Cyclicals

Marcus Bogdan CIO of Blackmore Capital discusses the rotation of portfolio positioning into value & cyclical companies and recent trading updates from Brambles (BXB), Goodman Group (GMG) & Woolworths (WOW).

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Blackmore Capital Pty Ltd (ABN 72 622 402 895) (Blackmore Capital) is a Corporate Authorised Representative (CAR) of Artesian Venture Partners Pty Ltd (AFSL 284492)