WLS 0.00% 59.0¢ wcm global long short limited

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  1. 109 Posts.
    I'm not so sure WLS is going to report a great increase in NTA. From looking at their positions, they have 35% short positions. Sure many of the shares they own have had a great month, but we don't know what their short positions are, apart from TLS.

    I would expect a great month, but unless we know the short positions, we have no idea.



    btw I own a fair percentage of my portfolio as WLS and I've been a bit dissapointed with their performance over the last year....
 
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