Agree with you that you get some decent transparency. Moreover,...

Agree with you that you get some decent transparency. Moreover, the concentration of the portfolio makes it fairly easy to track the progress of the ‘NTA moving’ large holdings.

It’s one of those ‘spoke’ LICs (as opposed to hub) for me. Concentrated in too few sectors, with a heavy (too heavy?) WA focus, although I note that management see that as a strength, not a weakness. Also not a cheap LIC, so there can be a decent leakage of the underlying portfolio gains.