Here are two ASX stocks that are about to go on a tear
Alphinity’s Stuart Welch names a tech stock that is undervalued, reveals the stocks he’s recently sold and explains why he’s still bullish on the miners.
Stuart Welch is a portfolio manager in the Australian funds investment team at Alphinity Investment Management. The Sydney-based boutique firm oversees $27 billion in assets.
Your Australian share fund returned 19.7 per cent over the past year. What drove returns?
