Ann: Weekly NTA Update, page-6

I've said it a few times but I'm not sure they have enough resources allocated to manage this fund. They should have put that cash to better use and since they are contrarian, they shouldn't be relying heavily on the market conditions as they are looking for asymmetric opportunities. Even a 10 or 20% pullback in markets shouldn't affect a long term assymetric opportunity.

I'll be pulling my funds out once we get something close to NTA (which could be a while).