ST Wong is joint CIO and senior portfolio manager at Prime Value Asset Management.
Pinnacle Investment Management provides exposure to fund managers, a number of which are in the early stages of building up their business.
Caltex’s share price fell last year after losing a Woolworths contract, but ST Wong from Prime Value saw the drop as an opportunity. The company could have potential to grow.
Cleanaway (CWY) has a market-leading position in the competitive waste management and recycling sector, says ST Wong from Prime Value.
There are significant opportunities for Reliance to increase its share of the market.
Joint chief investment officer and senior portfolio manager at Prime Value Asset Management, ST Wong, delivers the case for this internet service provider.