Sunday Territorian

L1 Capital (LSF)


The portfolio manager has not let a crisis go to waste. After a rocky start, the company is trading close to net tangible assets and up nearly 50 per cent from its listing price.

Platinum Asset Management (PTM)

Significan­t shareholde­r Judith Nielson has sold down most of her holding. Funds under management are dropping but balance sheet is strong.

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