I don't agree - I have long thought they were not natural holders of BTI. I own stakes in SOL and BKW plus NHC and see their style of investing as developing into places where they have an active role. So PCG, the PCG bond fund they are creating , The BKI investment - their own direct investments. They exert no influence over BTI so why have an investment here. They have their own investment managers...
I keep increasing my holding here because I expect that over time they will have made their money and redeploy it.
I like the space BTI fills within my portfolio.
BTI Price at posting:
$1.23 Sentiment: None Disclosure: Held
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