I agree, transparency doesn't hurt performance and long term they have been disappointing but lets face it the last 20 years has not been "normal" and unsuited to their approach. You only invest in CDM if you want deep value and contrarian style active investment. For me it is the time I want that active exposure in this environment.
(1% portfolio exposure)
CDM Price at posting:
79.5¢ Sentiment: Buy Disclosure: Held
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