Here is Steve's explanation:
"As I said in the last quarterly report, I still think it's great value at current prices. We just have a lot of other good ideas too, and 14% of the fund in this one was too much."
It can be found here:
http://www.iifunds.com.au/bristlemouth/slowly-stressfully-photon-turns#comment-4493
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Here is Steve's explanation:"As I said in the last quarterly...
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