Executive Series: WAM Leaders Limited (WLE) Portfolio Manager, Matthew Haupt

CommSec's Tom Piotrowski speaks with WAM Leaders Limited (WLE) Portfolio Manager, Matthew Haupt about:

• WLE’s outperformance against the ASX 200 index during the month of May which was informed by a switch out of financials into insurance stocks;
• The tailwinds that are currently being experienced by the insurance sector including expanding margins;
• The consumer facing exposure of the WLE portfolio through Woolworths and the context around any prospective expansion in  Amazon’s domestic presence.

To view more Executive Series interviews, visit:        https://www.commsec.com.au/market-news/executive-series.html