Growth Model PortfolioFrom 13 December. GLTA
Growth Model Portfolio
Increase Trisura (TSU) to a 5.0% Weighting
Trade Rationale – Trisura has seen a strong recover over the past several months and this strong price action has been supported by a series of solid earnings results. The company marked a new quarterly record in income, and its strong growth in premiums and profitable underwriting generated a 19.9% ROE. The company continues to expand its balance sheet, grow its top line, and explore new markets. We like the momentum in this name and its ability to hit new highs. (5iResearch)