May be a bit soon to jump to any clear conclusions on KDR - still much to unfold. I have held since February (pre Li) so enjoying some very thick icing on a plain cake at present.
Copied following from KDR thread as of some pertinence:
http://www.paragonfunds.com.au/pdf/Paragon-Fund-Performance-AUG2016.pdf?jul
Hope they both succeed!
Food for Thought...., page-21
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