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.
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