Just curious to see if anyone has been taking a look at these guys lately? I know they have an ordinary history under Hunter Hall but performance and the overall attitude to shareholder value seems to have been a lot better since Pengana and SOL got involved. The dividend yield is also really good and it's rare to get international exposure with fully franked dividends. The options are going to keep the SP going sideways for quite a while but in a market where it's very hard to find value I don't think these guys look too bad particularly considering I don't currently have any international exposure at all in my portfolio.
Just curious to see if anyone has been taking a look at these...
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