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WAM Capital beats benchmark as it positions for reopening – The Australian Financial Review
Having benefited from the surge in e-commerce stocks last year, WAM Capital’s portfolio is now heavily exposed to the tourism…

We think Viva Energy has one of the best management teams in the ASX, he said. The business has been fundamentally de-risked by the governments refining package, it has low debt and will see its earnings recover as aviation and jet fuel returns.
WAM Capitals…
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