"Sometime back you were looking at placing your smaller holdings with a third party. I take it that didn't work out. So, who's walking the dog. "
Sub-contracting the micro-cap investing to three fund managers worked out very well (one of them is struggling a bit but the other two have done very well.... far better than I believe I could do in that part of the market.)
My 60-stock portfolio still includes some small and microcaps; it was uninvested capital that I farmed out.
I still walk the dog.
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Ann: Impairment of Moomba Sydney Ethane Pipeline, page-14
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