I generally agree - although I wonder whether say ALF at a ~20% discount or WAM at a ~20% premium is a better buy.
Closer to home (WMI) - I very much expect a combination of WLE / WMI / WAA (close to NTA when averaged) to outperform WAM / WAX (~+20% to NTA) over the next 12 months and beyond - since the strategies are executed using the same staff / research and in many cases they will hold the same stocks.
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