ALF
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0.00% $1.01 australian leaders fund limited

Ann: Change in Portfolio Value, page-7

  1. Jack1960
    1,733 Posts.
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    04/04/19
    14:13
    Post #: 37995797

    My concern is had the fund not bought back considerable stock at a 15%+ discount to NTA, what would the underlying performance of the fund look like?

    Thematically the boys are in the right space but the execution and stock selection is nothing short of appalling and capital destructive.

    ALF Price at posting: 91.5¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 3  Upvote
    lightbulb Created with Sketch.  Great analysis
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