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Why this fundie is betting on more M&A action by Sonic Healthcare

Infinity’s Piers Bolger explains why he’s staying away from consumer stocks such as Baby Bunting and City Chic.

Joanne Tran
Joanne TranMarkets reporter
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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
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    Original URL: https://www.afr.com/markets/equity-markets/why-this-fundie-is-betting-on-more-m-and-a-action-by-sonic-healthcare-20230615-p5dgpv