DYOR... but..... have a look at CDM and the % discount to NTA...

DYOR... but..... have a look at CDM and the % discount to NTA with a recovering and increasing SP. I am a holder and hated Karl after what he did with ARQ, but listen to his last quarterly podcast and I think you will see a recovering LIC.
Also have a look at SEC, who have stated that they will not overpay for assets and want a coy with good fundamentals in their portfolio. The volatile market has perhaps affected their investment philosophy and hampered returns, but they tend to invest in safe stocks such as Bega Cheese etc. Also trading at approx 30 disc to NTA.
Altho I am a holder in FOR, my recommendation would NOT to invest in FOR. You have nailed Steve’s international fund, but Steve is seeming to bottom trawl less than successfully in the Oz fund. There is no way known that I would have invested in MMA and a couple of other micro caps, that predictably enough, have disappointed.
Spread your investments more widely and look for a recovering stock (such as CDM) rather than invest with the same manager in a fund that has yet to show any signs of an improvement.
other LICs to look at would be WIC and also GC1 but as usual, DYOR.
My opinion only and read my disclaimer below.