CVF contrarian value fund limited

I wonder what their next move is ? I see that Garry Hui ? Who...

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    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.
 
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Currently unlisted public company.

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