NSC 2.04% 50.0¢ naos small cap opportunities company limited

Ann: Investment Report & NTA Update - June 2018, page-2

  1. 226 Posts.
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    Just had a quick snapshot of top 5 holdings under hopeless George B ( given only 15% of portfolio) they were flat since Naos sold them and replaced them with a minus 3.1% against an index of plus 8.5%. Forget since inception numbers on other Naos product these are on miniscule FUM . Unless the Board does a buyback , difficult for price to rise as I can't see these gaining traction with financial planners.
 
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