TGF 1.20% $1.69 tribeca global natural resources limited

Good value at 26% discount to pre-tax NTA, de-risked due to lower private credit, page-20

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    Based on this week's commodity price movement, I wouldn't be surprised if the NTA saw a 3-5% increase for the week. At the risk of going overweight on this fund I have further increased my holding, as I still think this is significantly overlooked.
 
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