CDM 0.69% 72.5¢ cadence capital limited

Further down in the newsletter it is mentioned that after April...

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    Further down in the newsletter it is mentioned that after April 30th the portfolio has been sold down further and 45% is now carried in cash. It will be imteresting to see what the discount to NTA will be at the end of May. I am hoping that the selling down has somewhat arrested what is a reduction in price of many of the holdings since April 30th.
 
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72.5¢
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72.5¢ 72.5¢ 71.5¢ $150.0K 208.0K

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2 28250 72.0¢
 

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72.5¢ 15550 2
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