@peejay2 ,I appreciate you taking the time to reply. I know that...

@peejay2 ,

I appreciate you taking the time to reply. I know
that you are familiar with EAI and in particular
Mary. Your summing up of Mary’s investment style
and thesis is exactly the information I was chasing
and it matches my criteria for fund managers.
I will spend sometime over the weekend listening
to Mary speak and have a good, in depth look at
EAI. I am particularly interested in the Asian region
and I am a bit light on in this area at the moment,
after selling down some holdings that got a bit
expensive. I firmly believe that Asia will be the
driver of growth in the world’s economy for the
next couple of decades.
I appreciate your other commentary as well, but
I am very much a buyer of undervalued LICs
almost exclusively these days .

Once again thanks for making the effort to reply,
I read quite a few of your posts and I value your
opinion , as I think you make some very sensible .
well thought out observations. I know that we have
a few holdings in common too.
I will do some more research and let you know if I
join the EAI stable.

Cheers, Cap.