Ann: Becoming a substantial holder, page-16

@VinP... no arguement but reading their quarterly report, do we the investor in ALF REALLY need to know all the financial minutee that JB should be applying to make the fund a success ?
To me, it is a lot of very detailed information about macro economics, that should be applied to managing the fund, not necessarily published for the information of the reader to show how clever JB and his team are in processing SO much information in the management of OUR fund !