Buy Side Brief: Recent additions to portfolios

Our latest Buy Side Brief looks at some recent changes to portfolios and the catalysts for these moves. Conversations around valuations continue to be dominated by themes of overvaluation and crowding into a select few names. In part 1 of this Buy Side Brief K2 Asset Management, Platypus, Pie Funds and Ausbil share recent additions to their portfolios and explain the catalysts for these moves. Full responses can be accessed on this link: (VIEW LINK) @ktwo @platypus @piefunds @cprunty