John Sevior's two small cap picks
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John Sevior's two small cap picks. John Sevior, the former head of equities at Perpetual has been quietly building positions in two micro-caps: vacuum cleaner retailerGodfreys Group (GFY) and real estate play Elanor Investors (ENN) according to AFR Smart Investor. The CIO of Airlie Funds Management has built a 7.25% position in Godfreys and a 6.73% stake in Elanor. Perhaps a couple for the watchlist. Full article: (VIEW LINK)
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The Livewire Equities feed brings you a range of insights that relate to Australian equities
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