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Why PPK (ASX:PPK) and Li-S Energy are this fund’s largest positions

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The PPK Group Limited (ASX: PPK) share price rewarded investors handsomely during August. While the S&P/ASX 200 Index (ASX: XJO) pulled a paltry 1.9% in the month, PPK soared an astonishing 49.9%.

Much of this gain could be put down to the excitement…



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