I wonder what their next move is ? I see that Garry Hui ? Who was the gunslinging portfolio manager and who IDd APT for the CVF team before “they” parted company has started a new fund. Can’t remember the name as it was featured in The Fin Review and I couldn’t access the article.
The only problem with CVF is that they are unpredictable..... they may take a contrarian position in Oz or O/S or the may do absolutely bloody nothing and sit on 70%+ cash. The stock selection is up to them, but I wish they would communicate to their loyal shareholders what their intent is in the shorter term. I don’t know how they intend to grow the NTA if they haven’t got much invested in equities.
- Forums
- ASX - By Stock
- CVF
- Ann: Weekly NTA Update
Ann: Weekly NTA Update, page-3
-
- There are more pages in this discussion • 6 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)