Kate Howitt and Starpharma

I believe this post deserves a brand new thread

Kate Howitt is the portfolio manager for the Fidelity Australian Opportunities Fund

I would just like to reiterate part of a post relating to Fidelity and Kate Howitt and take on.......... increased stake holding in Starpharma

Last updated holdings was 7.02% (14/09/20).

21/06/20
"Fidelity had a larger holding in Starpharma going back to 01/05/18 (7.91%). However from 06/06/18 – 08/10/18 they reduced their holdings to below 5%. And now they are at 5%

I spoke with Kate Howitt (Portfolio Manager for the Fidelity Australian Opportunities Fund) early 2018 at an event for Investment Fund Managers who had junketed from Australia to visit Israel for a couple of weeks. She indicated they were very happy with Fidelity investment in Starpharma…….however based on reduction in holdings subsequently over next four months……it seems they wanted to take some profits off the table. Share did get up to $1.65

Having said this Fidelity has now topped up it’s holdings and maybe we will see them actively buying again over the next few months"





Here is the link to the interview with Kate Howitt

https://www.abc.net.au/news/program...ith-kate-howitt/12719614?nw=0&jwsource=cl