If you haven't read my link above to the review of results by II Funds Management then I encourage you to do so.
Interesting commentary below the presentation. Assessment of value by Steve Johnson:
"Post sale of US assets and internalisation, there should be at least 38 cents of NTA. A 25% discount is probably fair, so I'd expect it to trade just below 30 at roughly fair value."
Very happy to let these ride.
internalisation = ilf will not be sold, page-5
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