NSC 4.44% 47.0¢ naos small cap opportunities company limited

Ann: Letter to Shareholders - COVID-19 Update, page-3

  1. 226 Posts.
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    An interim NTA would have been useful to measure the commentary. Went into a crisis geared and fully invested. Clearly no asset allocation skill. Discussing all 3 portfolio's in one letter is an a front to individual entity shareholders. Our Chairman should be demanding more than platitudes and general total manager portfolio commentary. Still a fail by the Board ,who is showing no independent thought for shareholders. DTOR
 
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