. Trading at a 35c discount to NTA
. The portfolio was repositioned for a good future and has done well, they were slow to reposition at start of COVID but corrected since.
. no currency hedge helped on the way down and slight headwind going back so will be slower to recover.
. Switching from one fund to another is ignoring the substantial market risk, much higher than manager stock selection risk.
. I wouldn’t pile new money in due to market downside risk but am not a seller unless you want to write down capital losses against other gains to avoid tax payments.
Ann: April 2020 Investment Update, page-62
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Last
$2.26 |
Change
0.010(0.44%) |
Mkt cap ! $802.8M | |||
| Open | High | Low | Value | Volume |
| $2.25 | $2.27 | $2.25 | $399.0K | 176.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 413 | $2.26 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.27 | 14640 | 2 |
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