HM1 2.21% $2.77 hearts and minds investments limited

Ann: Weekly NTA Estimate, page-5

  1. 39 Posts.
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    Well said. HM1 was a victim of it's own success during the bull market and it led to a culture of moonshots being taken with investor's capital at arguably the last 3 conferences. The next monthly report will be interesting to see what sort of commentary is provided around the core holdings. If I can see some basic principles of risk management I might start to tread back in. Tough sell when 35% of the portfolio appears to be yolo plays currently.
 
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$2.77
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