For the first three months of 2016 the ASX 200 has delivered a negative 4% return. Weakness in the major index constituents continues to weigh on many investor portfolios. However, there remains a subset of companies that continue to thrive - delivering opportunity for the active investor. Livewire reached out to 4 fund managers and asked them each to share one stock that they believed had an upcoming catalyst with the potential to re rate the valuation of the company. Offshore expansion, favourable industry structures and mergers with clear synergies are just some of the reasons the value of these companies could increase. Responses come from Nick Leitl (K2 Asset Management), George Boubouras (Contango Asset Management), Alex Shevlev (Glennon Capital) and Harley Grosser (Capital H Management). Click on the link to access this latest collection exclusive to Livewire. (VIEW LINK)
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