Ann: Weekly NTA Update, page-3

I wonder what their next move is ? I see that Garry Hui ? Who was the gunslinging portfolio manager and who IDd APT for the CVF team before “they” parted company has started a new fund. Can’t remember the name as it was featured in The Fin Review and I couldn’t access the article.
The only problem with CVF is that they are unpredictable..... they may take a contrarian position in Oz or O/S or the may do absolutely bloody nothing and sit on 70%+ cash. The stock selection is up to them, but I wish they would communicate to their loyal shareholders what their intent is in the shorter term. I don’t know how they intend to grow the NTA if they haven’t got much invested in equities.