PJ I agree wholeheartedly with your sentiments. I like the mix of stocks especially CWP (which I hold ) FRI (happy to hold via WIC) ATS & COE.
I find management are astute operators and I'm happy to continue holding long term. 50% of my portfolio is LIC's and I've added URB to these as I find it an interesting different little company away from the mainstream AFI's ARG's etc.
Riv