LSF 0.32% $3.14 l1 long short fund limited

Ann: 2022 Annual Report, page-5

  1. 585 Posts.
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    "Our portfolio positioning reflects this bias, with our median portfolio long position now trading on only 9.7x FY23 P/E"

    There is a good reason why some stocks have a low P/E - the market thinks that they are underperforming. So it isn't really a big surprise that every few days one or other of the stocks in LSF's published portfolio takes a nosedive. Two days ago it was SBM, today it was SFR.

    Just have to hope that some of LSF's invisible shorts are doing the same thing.

    Meanwhile, the NTA-SP discount is at 10% again.
 
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