Q: Hello Peter,
Would it be a good idea to add to Topicus and Lumine group given their results? I was thinking to top it up to 5 percent weight each. . Thanks very much
Would it be a good idea to add to Topicus and Lumine group given their results? I was thinking to top it up to 5 percent weight each. . Thanks very much
5i Research Answer:
We cannot comment on personal position sizes but we remain comfortable with both and see them both as BUYs.