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clock Created with Sketch. 11/06/20
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Originally posted by nicleeson:
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Yes my comment on their negative view on the healthcare sector was more from the perspective that they might get an extra bump up in their next NTA releases, for example like the one reported this morning. I think when they report the ones up until the 9th things should look good. As for the 10th and today well maybe not so good as those healthcare names bounced yesterday. Although the net invested position is 100% it is behaving like it has much more beta to the market. If overall markets head down from here it might be a little nervous watching the NTA releases from these guys.
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Fair points you make. However I can only judge them on performance since the IPO of the LIC which was supersized when they decided to (arguably greedily) swap their open ended mandate with a fixed pool of capital.
Last edited by
LFM :
11/06/20
(20min delay)