I think the issue with this one is the portfolio is very similar to an AFIC or Argo. They probably don't have as much opportunity to show of the Wilson expertise when they are holding the big 4 banks and 2 big miners (e.g a much more "standard" LIC portfolio).Having said that they are still ahead of those other two examples in terms of performance so it might be more of a perception issue than actual reality.
Ann: Investment Update & NTA April 2018, page-4
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