Changing LIC calls: Magellan, Cadence and WAM Research

We’ve seen some standout performances from our LIC picks – now time to consider what they’re worth.

Over the last few turbulent months I have been particularly pleased with the performance of two portfolio positions which we also have calls on in our recommendations page. Cadence Capital (CDM) and WAM Research (WAX) have been exceptional recently. These two LICs are a great example of the protection a well-diversified and managed portfolio can provide investors.


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