A substantial number of businesses impacted by the knock on effects of the pandemic have turned to capital raisings to see them through the COVID-19 crisis. We talk to Senior Portfolio Manager Small & Mid Caps, Dawn Kanelleas, about the ASX-listed companies she has decided to back through the isolation period.
Dawn will discuss:
- How to separate the stocks likely to generate strong shareholder returns after the crisis, from those who will burn through their capital lifeline.
- High conviction opportunities in the tourism, education and mining sectors - and why some of these companies will thrive and even unhinge the competition once the crisis passes.
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