Eye off the Ball ?, page-4

@joewolf...my comments were just in the form of an observation and I don’t think that MG needs to keep fielding calls from tyre kickers like me. I just found that as the SP and NAV had dropped lately, it would have been useful to know where things didn’t go according to plan and where their thinking lies. The end of month reports instead of being more detailed, tended to be more generalised...even more than usual, With MG taking up the other office, and the SP of GC1 not improving much, the mind tends to wonder if those who you have trusted with your hard earned, are focussed. Because the fund is relatively small and nimble, positions can change significantly from month to month and it would be good to hear a little more detail about what prompted either the purchase or a significant sale and thus be able to understand the rationale or thought process behind the strategy.