Rivkin High Conviction Portfolio – Stock Updates

Last update - 28 January 2021 By Shannon Rivkin

It’s been a couple of months since we released our High Conviction Strategy constituents, and with the December holiday break slowing down market news flow there hasn’t been a great deal to update members about. As we’re coming into half year reporting season, activity has started to pick up and there have been some important developments for a couple of holdings that we will discuss below.

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THE CORPORATIONS AMENDMENT (MEETINGS AND DOCUMENTS) ACT 2022:Following recent amendments to the Corporations Act ; where you have provided us with your email address, we will now send notices of updates of activity and performance and annual financial reports (each a “Communication”) to you electronically unless you elect to receive these in physical form and notify us of this election. You have the right to elect whether to receive some or all of these Communications in electronic or physical form and the right to elect not to receive any financial reports at all. You also have the right to elect to receive a single specified Communication on an ad hoc basis, in an electronic or physical form.

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APEX SEPARATELY MANAGED ACCOUNT DISCLAIMER: Perpetual is the both the Issuer and the Responsible Entity of the Apex Separately Managed Product, which means it is responsible for the overall governance and compliance of the product. Perpetual does this under The Trust Company (RE Services) Limited Responsible Entity, part of the Perpetual Group. ABN 45 003 278 831. AFSL No 235150.

Rivkin High Conviction Portfolio – Stock Updates

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