Piers Bolger is chief investment officer of Infinity Asset Management and oversees its core Australian equity fund and small and mid-cap fund.
CSL and Resmed are in your top holdings. Is there another healthcare stock you like that you don’t own for some reason?
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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
