. Trading at a 35c discount to NTA
. The portfolio was repositioned for a good future and has done well, they were slow to reposition at start of COVID but corrected since.
. no currency hedge helped on the way down and slight headwind going back so will be slower to recover.
. Switching from one fund to another is ignoring the substantial market risk, much higher than manager stock selection risk.
. I wouldn’t pile new money in due to market downside risk but am not a seller unless you want to write down capital losses against other gains to avoid tax payments.
Ann: April 2020 Investment Update, page-62
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$2.20 |
Change
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Mkt cap ! $781.5M | |||
| Open | High | Low | Value | Volume |
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Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 97887 | $2.20 |
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| Price($) | Vol. | No. |
|---|---|---|
| $2.21 | 12000 | 1 |
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