Billionaire Alex Waislitz’s TOP stocks

There’s daylight between the performance of Thorney Opportunities and its benchmark over the past year. The LIC recently showcased three holdings.

Summary: Listed investment company Thorney Opportunities showcased three of its holdings at its recent AGM. Poppy grower TPI Enterprises pointed to strong growth in the narcotics industry. For superannuation fund business Diversa, all eyes will be on the team’s ability to cross-sell services that attract higher fees to existing clients. TOP hopes Australian Renewable Fuels will finally live up to its potential.

Key take out: The holdings of small cap managers like TOP can provide a great source of investment ideas that are regularly not covered by the larger institutions.

Key beneficiaries: General Investors. Category: LICs.


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