WGB 0.00% $2.23 wam global limited

I also agree on the double standard. I think most of us...

  1. 1,583 Posts.
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    I also agree on the double standard. I think most of us understand that LICS' will go through periods of underperformance but what I would like to see from WGB is an upfront description of where they've gone wrong since 2018 and what changes they'll make to address this (or what external economic factors they foresee changing to make their current strategy more competitive over the next 5 years). A real strength of Wilson has been their marketing and shareholder engagement (which I think gave them a big advantage over the old school reserved LICS' like AFI and ARG) but in recent years where performance has been less than ideal this means that they are glossing over poor results. It's very strange to provide commentary on other under performing LIC'S and operate a fund dedicated to this space (WAR) while having listed WGB at $2.20 in 2018 and have it sitting at $1.84 5 years later.
 
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