FWIW, should Kerr seek to reduce his holdings, that would have a significant impact on my position.
He is closer to the business than anyone and his skills are beyond repute.
Though l would never describe myself as a sheep, l do respect the positions of those far more knowledgeable than myself.
l watch this unfold with interest, under the cover of spectacular gains from other holdings, that act like an anaesthetic to any investment/portfolio pain points.
l wish all investors well and trust they have sufficient diversification away from listed fund managers, that have been crucified over the last 18 months and abandoned by institutions.
It's a tough gig right now, that's for sure.
Ann: Funds Under Management - April 2024, page-11
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