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yes despite not holding sufficient BHP l have managed to track...

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    yes despite not holding sufficient BHP l have managed to track the market PGF would be a key reason. I hate the fees (more than 1% when they outperform) but cannot argue with returns for an LIC. I remember when Paul Moore was hated, the fund traded under NTA but now the fund is a bit too loved.

    using shorts in a LIC is very hard they have done it well. I remember him buying banks in the US a few years ago after the last collapse. That guy knows his soup. He goes l go.
 
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