CAJ in Kohler's high conviction portfolio

Our "Growth First" model is a high conviction portfolio that targets medium to long term outperformance over the ASX200 index. The model will typically include small to mid-cap stocks, and is not weighted to a particular index..
Stock Code Weighting Price
RIC 6.00% $1.29
GWA 5.08% $2.54
EPD 6.78% $0.80
AMA 7.69% $0.85
CAJ 4.94% $0.63
BKW 5.20% $15.12
TOX 4.53% $2.60
QUB 6.67% $2.02
VTG 7.94% $1.75
NTC 6.42% $1.05