Jovana Gagic is portfolio manager of Paradice Investment Management’s Australian Mid Cap Fund. The Sydney-based firm oversees $14.5 billion in assets.
Seven Group is one of the portfolio’s top holdings. What do you make of its takeover bid for Boral?
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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