Ann: April 2024 Investment Update, page-70

@peejayat 2 ,

I have always preferred listed investments but have
come to the conclusion that there is a whole host
of unlisted opportunities so I’m willing to look at
both options.
I’m not overly concerned about dividends at this
point but more total returns. I won’t be in
retirement mode for another ten years or so , so
I’m looking at just continuing to grow my capital.
I already hold significant listed investments that
are spitting out cash that I need to invest
reasonably regularly.
Type of manager is hard to describe, just
managers that stand out and make sense. I need
details about their process and explanation
around their investment thesis.
SEC, LSF, PGF, are examples of funds with
managers that I like.
My investment hurdle is a minimum average
return of 8% after fees p.a.