ACQ 0.61% 82.0¢ acorn capital investment fund limited

I like what ACQ does, rate their team, strategy, past...

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  1. BH1
    46 Posts.
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    I like what ACQ does, rate their team, strategy, past performance, etc and have been in and out though just holding 1 toe hold share currently. What does annoy me is that because of their LIC structure and the persistent discount to NTA, the DRP, ASTRO and the entitlement offer all seem to dilute NTA as the manager seeks to grow the strategy.
    That and SOL reducing their holding size seems to indicate they see better opportunities elsewhere.
 
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