Good points.
Although I dont think we are in the dark about management, its a case of old v new.
Shorters dont necessarily know more than the average mug, maybe they do? Maybe they dont?
Why is Challenger increasing % held from 7-8%?
Im guess to average down from the loe 4s they bought in, but a fund like cgf dont buy more if the analysis isnt there to back ig up.
That being said my reasons for holding are looking at a 2year + time frame, whichmay be different to yours?
Sent on a phone, something something spelling
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