I guess the real question isn't about comparing funds. We know what each of them invest in and that's why we do research into the companies they own. The question is will they realise their value? With Wilson Management (Strategic Assets) coming on board (see June update) will they be able to increase the value of the company to some thing closer to the NTA? I'll be watching closely to see if they increase their stake to increase the pressure on management to improve governance and shareholder return.
Ann: Investment and NTA update - May 2021, page-13
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