In terms of net asset investing, would you consider VG1 and VG8? They are respectively 23% and 20% under NTA.
Since Regal Partners has effectively taken over the business, would expect these listed funds to be either liquidated or improve in performance in short term.
The other item, the performance of Hyperion Global Growth has not been too good over the last month. Performance was down almost 13% based on known holdings:
