2 September 2021

Twice a year we summarise the half-year and full-year results of the companies in the Arminius Capital ALCE portfolio https://arminiuscapital.com.au/funds/. Most of our companies reported strong earnings recoveries in the June 2021 half-year, and it has also been a record season for dividend payouts and share buybacks. Despite the recent surge in COVID-19 lockdowns, company boards – who by definition are in possession of inside information – are broadly positive about the outlook for FY2022… [read more]

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