I've been following AUI and at face value it compares well to comparable funds including Argo and AFIC (they seemingly trade at a premium to NTA, AUI at a discount) but not sure why AUI seem to avoid a couple of my favourite stocks in SHL and MQG.
I have plenty of each so probably fine, just not sure why they both wouldn't be core holdings. Any insights?
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I've been following AUI and at face value it compares well...
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