The delay in calling the EGM has given some time to review the new strategy. Clearly a significant amount of cash to pay out to Geoff. The performance of the long short fund does not appear anywhere. Not in CIE monthly reports or the managers own website. Given the static NTA it is clearly not a winner. Nasdaq up 30% over last 6 months.
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- Ann: Monthly NTA 31 March 2021
The delay in calling the EGM has given some time to review the...
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