ALF australian leaders fund limited

Is this as good as it gets ?, page-4

  1. 1 Posts.
    Given where we are in the cycle, there are new market neutral strategies coming to the market (see Firetrail), but with this company trading at almost a 15% discount to NTA, you would think that the time is coming where there would be a run to ALF and WMK. Stock selection has clearly been a failure of this company in recent years, but a huge bull market is not been in the interests of this company's strategy. Perhaps their time is coming? This month's NTA announcement might be a catalyst for rerating in a down month? 
 
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