Michael Poulsen is co-portfolio manager of Canopy Investors’ Global Small and Mid Cap Fund. The Sydney-based firm launched its strategy only in June last year.
Wise is a top holding. What did you think of the company’s plan to increase spending in the face of growing competition for customers?
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Joanne Tran is a markets reporter for The Australian Financial Review in the Sydney newsroom. Connect with Joanne on Twitter. Email Joanne at jo.tran@afr.com