Performed as expected really, given they are now market neutral, with no overall exposure. I'm out of ALF at the moment, as I think the premium will go to discount once day, and until then i will use the unlisted WaterMark Fund instead, no premium.
Still, if everyone is screaming Trump Rally, I'd be buying these guys, as the markets will fall soon, and these guys are best positioned I believe.
Performed as expected really, given they are now market neutral,...
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