Mathan Somasundaram

Aussie market started with a rocket on the back of health care sector in the first hour and then went sideways for the rest of the day. Even if it’s not window dressing for the end of quarter and end of financial year, the bounce in the market form the... Show More

Mathan Somasundaram

Quant strategy model changes: APN and MYX were added while NTC and RMD were removed. Current quant strategy model portfolio: Materials – large (BHP); Transport – large (SYD, TCL), mid (QUB); Consumer Services – small (AAD, AGI, MTR, RFG); Media – mid (FXJ), small (APN, VRL), micro (ICQ); Health Care... Show More

Contango Asset Management

In February the CTN investment portfolio returned 9.9%, Best performers included Mayne Pharma (MYX, which rose 52%) after they announced the acquisition of Doryx from its distribution partner Actavis. Other major contributors over the month included GBST (GBT, 32%), Altium (ALU, 34%), Sino Gas and Energy (SEH, 48%) and Slater... Show More

Livewire Equities

Change in substantial holdings for 5/9/2014. The images attached show the change in substantial holdings for the previous days trading. Hunter Hall have continued to build their position in St Barbara (SBM) now holding close to 10% of the stock. Ellerston Capital have initiated a substantial position in Beach Energy... Show More