I had a quick glance at the financials...
yes it is easy to choose an investment based on the personalities.
arguably there is nothing wrong with their logic when looking at companies ie. primarily the historical financials then trust in Management and the industry sector (others would disagree).
(l am heavy into SOL & BKW because l trust Management)
probably l reckon you need to give this investment at least another 3-4 years, preferably longer. be well diversified.
l think Munger and Buffett have both said the only reason why they are not using index funds is they want to be involved in running the companies they invest in.
I think TIP are running the companies but it's very early days. I think it's one for the very patient?
... we wait and see hey? l would be a buyer here, l did hold but can always go back to is my logic but l would keep weightings very very very low.
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