@woolleydog, thanks for the clarification. I also hold LSF (most of them in my own name, unfortunately for tax reasons) so I’m happy with that. Re SEC, they are at a fair disc to NTA and I just looked up their holdings re being “small cap” investors. If you have a look at their top 10, they really aren’t small caps, Iress, FLT, AdBri etc. they are just considered “emerging” by SEC. How is their managed unlisted fund performing ? I went onto their site the other day for some reason, and their funds in general had performed fairly well. Something for me to think about when SEC gets back up to fair value.
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@woolleydog, thanks for the clarification. I also hold LSF (most of them in my own name, unfortunately for tax reasons) so I’m happy with that. Re SEC, they are at a fair disc to NTA and I just looked up their holdings re being “small cap” investors. If you have a look at their top 10, they really aren’t small caps, Iress, FLT, AdBri etc. they are just considered “emerging” by SEC. How is their managed unlisted fund performing ? I went onto their site the other day for some reason, and their funds in general had performed fairly well. Something for me to think about when SEC gets back up to fair value.
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