Yeah, I tend to do the same. Wilson really is top-notch, but I still won't pay a premium. I'm tempted to sell down some of my FGG that I picked up at IPO but I expect that will ALWAYS run at a premium, so I'm happy to hold and buy more if it ever drops back to NTA.
haha, these are all guys I work with except for GVF. PM CAPITAL is where I actually have my money though. They're high-quality managers, but they didn't understand the LIC structure at first. They're starting to understand how to get the best out of LICs, and I think the market will come to see the skill in their management over time. I expect once we get past this current volatility the NTA gap should start to narrow.
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