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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…

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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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