yep their energy exposure killed them in feb/March so the downside protection didn’t work.
they have been underweight tech which has hurt them the last couple of years.
but last month was their best ever (23%) and if one believes value will outperform over the next few years, as I do, then their new portfolio position is looking good I think.
The urgency to get the share price back to the nta is just to appease short term Shareholders. In many ways a slower reversion with a buyback is more accretive for holders with a longer term horizon.
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$3.19 |
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---|---|---|
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4 | 19047 | 3.150 |
1 | 783 | 3.140 |
4 | 50533 | 3.130 |
2 | 24000 | 3.120 |
Price($) | Vol. | No. |
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3.190 | 10857 | 3 |
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