Excellent to have Wilson Asset Management involved in all three CD Funds via WAM Strategic Value (WAR).
CD3 is a top 20 holding now and hopefully they keep building their stake in all three.
It will be interesting to see if internalisation of the RE or other alternatives are actively pursued.
KAM also came out with a series of commitments for the CD Funds.
I'll provide an update soon on my voting position but am hoping for more details to emerge.
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WAM holds CD1/CD2/CD3 and is voting AGAINST K2!, page-4
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