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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio


In this post we look at two companies in our long term multicap portfolio. The diagnostic space is set to undergo change, with people taking their health seriously and undertaking preventive tests. The government's focus on setting labs will also help this space. This company is well placed to take advantage of this development. The second company is in the chemical space. It serves 27 industries, manufacturers 900 products and 450 formulations. Customers wanting to diversify their supplies from China should benefit this company . . .

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