G'day
What are the reasons why Carlton,an LIC, has so much exposure to EVT. Myself, being in the investment game for 74 years especially with LIC's would think no more that 5-10% of your total holdings would be enough in one holding; not 40% + or -.
I can see some correlation to Mr Rydge but still 40% is to much.
G'dayWhat are the reasons why Carlton,an LIC, has so much...
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