BHD 0.00% 21.5¢ benjamin hornigold limited

Page 3 of the NTA report has most of the larger holdings that...

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    Page 3 of the NTA report has most of the larger holdings that might represent near 40% of the capital. I think once a year in the annual report you see the entire portfolio at year end date.

    I do realize that some LICs provide more detailed snapshots of their holdings, but there are some that equally do not provide much more than BHD does also.

    I don't have a problem with the info they provide on their portfolio holdings. I highlighted that the small fund size is a negative in terms of the costs ratio. However it can be helpful in getting set in investing in less liquid opportunities that are attractive. If they were slowly accumulating an idea they thought was good it is natural they don't necessarily want to list all their ideas each month.
 
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