With reporting season now behind us we have gained a more complete picture of how all of our portfolio holdings have performed for the first half of 2018. While some have disappointed relative to expectations, there were two standout small-caps within the technology space that comfortably exceeded forecasts. Here we examine both sides of the coin and give viewers an insight into potential future moves for the portfolio.


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Very good discussion - particularly regarding RHC look forward to hearing the result of discussion with management.

Brett Davies

An excellent review and discussion. Balanced and insightful.

david evans

It is hard to fathom why so many stock analysts and "valuers" ignore the market's collective opinion. QBE was dumped by the market to 12.00 in Jume 2017. Then it was slammed again in August 2017.