Interesting you mentioned WAM micocap fund. I have been buying heavily into them since listing a few weeks ago. I think FLC is right up there in terms of their mandate to buy undervalued growth stocks. They had $300M MC as their upper limit, but they have been buying companies larger than this.
There's another one or two funds that come to mind which FLC would be in the sweet spot, Monash (MA1) and Contango (who I vaguely recall had a position in Emc when I read through one of their updates).
Chart, page-30
-
- There are more pages in this discussion • 6,268 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
