Executive Series: WAM Leaders Limited (WLE) Portfolio Manager, Matthew Haupt

CommSec

Online Stockbroker

CommSec's Tom Piotrowski speaks with WAM Leaders Limited (WLE) Portfolio Manager, Matthew Haupt about:

  • WLE’s outperformance against the ASX 200 index during the month of May which was informed by a switch out of financials into insurance stocks;
  • The tailwinds that are currently being experienced by the insurance sector including expanding margins;
  • The consumer facing exposure of the WLE portfolio through Woolworths and the context around any prospective expansion in  Amazon’s domestic presence.

To view more Executive Series interviews, visit:        https://www.commsec.com.au/market-news/executive-series.html


1 stock mentioned

CommSec
Online Stockbroker
Online Stockbroker

CommSec is Australia's leading online broker. CommSec has been committed to providing the best in online trading since 1995. CommSec helps make informed investment decisions with comprehensive market research, free live pricing and powerful...

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