Djerriwarrh sold BHP and Woolworths, bought Challenger and Mainfreight
Djerriwarrh could look to draw down on available lines of credit to increase its equities allocation should buying opportunities arise in the next six months
Djerriwarrh has reduced its exposure to large companies and invested more outside the market's top 50 stocks in anticipation of further share price declines at the big end of town.
The listed investment company has gone to "fully invested" in the six months to the end of December after holding $41 million in cash at the end of June last year, managing director Ross Barker said at the release of the group's half year results on Thursday.
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