TGF 2.88% $1.52 tribeca global natural resources limited

Good value at 26% discount to pre-tax NTA, de-risked due to lower private credit, page-18

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    as per January NTA statement, we hold 25% in precious metals, which is something I don't quite understand, other than they might see this as a hedge against a market correction. Certainly not a reopening positioning in my eyes, but then again, good not to have all eggs in one basket.
 
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