The Ozgrowth portfolio fell 2.4% (before fees and taxes) in November. In this short video, Phil Rees provides a share market update and discusses the Ozgrowth AGM while Jaime Underdown talks to the portfolio performance (weakness due to delays in project funding and second half weightings to earnings advised in recent AGMs). Empired Limited (EPD.ASX) came into the disclosed portfolio holdings, rising 17% over the month following recent contract wins and a positive outlook for FY20. Cash was unchanged at 5%. Click the video to watch.