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04:19
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Originally posted by Abloke:
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Firstly, I am not investing in Oncosil just because a Fundie is. Oncosil has great tech, great management, great opportunity in a high unmet need disease and although the share price has dropped through the floor the fundamentals have not changed. Secondly Pengana High Conviction Fund does not invest in 100 companies, in fact they hold a concentrated portfolio of around 20 companies and not all are biotech. They don't from "time to time" take a punt on a company but they invest where they have 'High Conviction' (if you missed the name) in a stock. They also shot the lights out last year performance wise.
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again...all you have is glossy words .. may be it helps you to sleep well but won't change facts.
(20min delay)