CVF contrarian value fund limited
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Ann: CVF Monthly Update and NTA per share at 30 November 2018, page-5

  1. peejay2
    5,584 Posts.
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    08/01/19
    13:12
    Post #: 37055962

    Frustrating with the monthly newsletter reporting 6 weeks behind the relevant month !

    a number of changes to the portfolio could have taken place in that time.

    A bit like reading a 6 week old newspaper for the latest news !


    The 2  US holdings have been extremely volatile especially on the downside. It will be interesting to see if they are still held in the same proportion !

    CVF Price at posting: $1.00 Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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