Volatility escalated in March due to COVID-19 with the market falling 21%. The Ozgrowth portfolio was also caught up in the sell-off however the NTA’s have recovered more than 17% in the first two weeks of April. In this short video, Phil Rees comments on the market volatility, past experiences during crisis times and maintaining our consistent investment approach. Jaime Underdown talks to the portfolio highlighting Zenith Energy’s takeover offer (ZEN.ASX +23% return in March) and the possibility of a second bidder, as well as the portfolio composition. Click the image to watch.