Portfolio ChangesGrowth Model Portfolio
Add 1.5% to ECN Capital (ECN)
Trade Rationale - After having received a large special dividend as a payout for the ECN’s spin-off, this provided us with some extra cash to work with. While the company is now half the size due to the spin-off, we continue to have high confidence in management and would be comfortable bringing this name back to a full position.
From 5iResearch. GLTA