Ann: HM1 2022/2023 Conference Portfolio, page-3

I think this is a very attractive buy currently. 17% discount to underlying assets. If the performance of the conference portfolio can start moving up, I think it will start to look attractive as they mangers selections look to be much more in-line with current economic conditions. It's a massive failure that the managers didn't see rising inflation and interest rates coming in 2022 and the portfolio was Tech heavy. Much more comfortable with this allocation to value stocks. I think the gap closes between NTA and Share price and we see a strong move in the share price in the next 3 months. Think we get closer to 5%-10% gap. Free money currently. DYOR