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QVE Portfolio Update – 27 July 2021

Simon Conn, Tim Wood, and Lucas Goode provided an update on the QVE portfolio on 27 July 2021.

Simon discussed the QVE portfolio’s current positioning and why we are confident in the portfolio’s ability to provide dividends and reasonable capital growth over the next three to five years.

Tim and Lucas discussed some of the opportunities and risks in their respective sectors, resources and technology, and detailed some of the stocks in the QVE portfolio.