- Blackmores has experienced strong sales and Mayne Pharma Group has recently acquired a new drug.
- Recently listed fleet management and diversified financial services company Eclipx Group Limited (Eclipx) is also attractive.
- Salary packaging and novated lease administrator Smartgroup Corporation Limited (Smartgroup) faces some positive catalysts.
We have spent the past two weeks visiting our WAM Capital (WAM), WAM Research (WAX), WAM Active (WAA) and Future Generation Investment Company (FGX) shareholders. We have received a lot of questions about the current market and many of our investors are nervous about its direction.