@pinch2020 @longreach
The thing to remember with fund managers is that selling is not always voluntary - it can be mandated by portfolio exposure levels or required for redemptions. In other cases it can be reshuffling of products.
I suspect that was what happened with the transfer of the holding from Drake Special Situations to Drake Private, I don't think that was washed through the market, I think it was an internal transfer only.. It is possible they simply needed to drop a few out in the process.
@pinch2020 @longreachThe thing to remember with fund managers is...
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