Q: Hello 5i team,
Considering how well the techs have done in the balanced portfolio, OTEX seems to be the laggard thus far. Are you still comfortable/confident with this equity. Do you still have patience for this one?
Andrew
Considering how well the techs have done in the balanced portfolio, OTEX seems to be the laggard thus far. Are you still comfortable/confident with this equity. Do you still have patience for this one?
Andrew
5i Research Answer:
Yes; we reviewed it recently and decided we have enough confidence at current valuation to keep it.