Ausbiz | Marcus Bogdan – Finding Value in Defensives

Marcus Bogdan, Portfolio Manager of the Switzer Dividend Growth Fund (Quoted Managed Fund) is looking for high-quality value in defensive stocks. Marcus recently spoke to Ausbiz and says the choices are narrowing but is still finding value and attractive dividends yields in Amcor (AMC) and Spark NZ (SPK).

Watch the full interview here:

 

DISCLAIMER: Past performance is not a predictor of future returns. This update has been prepared for information purposes only. Any figures provided in this document are unaudited and approximate. This post does not contain investment recommendations nor provide investment advice.

You are strongly encouraged to obtain detailed professional advice and to read any relevant offer document in full before making any investment decision. This is not an offer to invest in any security or financial product.

© 2021 Contango Asset Management Limited.