Ann: Funds Under Management - November 2021, page-61

Hey Chella

i know you are a fan of MFG and I appreciate you taking the time to make your case

but ceo news cannot be calculated, it’s one of those things which affects sentiment, which is already on the down low.

for this business the only saving grace is that it can steer through without anymore departures or structural changes that will affect the valuation estimate of this business

to try and calculate those unknow is a waste of time, just accept you don’t know and be comfortable with the position .
as we speak, the other fund in question which invest in Russia may also get hit with an ugly stick should they decide to invade Ukraine .