Hi joku_
Thanks for your post. To be honest I've never delved too deeply into CIN but I will certainly have a close look at it and let you know what I think.
It appears to be trading at a hearty discount to its pre-tax NTA, and the top 20 holdings look reasonably solid though as you rightly point out, AHD is very much overweight in the portfolio.
Will let you know what I've had a better look at it.
itb08
aui leading the charge for calendar year 2009, page-5
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