CSL – we like what we see
We take a look at CSL Limited’s half-year result to 31 December 2014. CSL is a global specialty biotechnology company that researches, develops, manufactures and markets products to treat and prevent serious human medical conditions. While the market is focusing on Immunoglobulin, and the potential supply growth from competitors, the story is much bigger than this and we should avoid getting too caught-up in the short-term.
CSL is a major holding in both The Montgomery Fund and The Montgomery Private Fund.
Russell Muldoon is the Portfolio Manager of The Montgomery [Private] Fund. To invest with Montgomery, find out more.
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