The Westoz investment portfolio posted strong gross performance of +3.6% for February which brings the financial year to date return to +13.2%. Comparative returns for the ASX All Ordinaries Accumulation Index were +1.7% and -0.6% respectively. In this short video we discuss the key performance highlight from NRW Holdings (NWH.ASX, +36%) following a very strong first half financial result. Also discussed is the nickel and energy positions which contributed positively to portfolio performance again over the month. Please click on the above image to watch the video.