Well I like their portfolio bar Starbucks and I'm sure Facebook is still in there as its been one of their long term favourites.
(and I'm happy with Facebook, its just noise to the results come out to remind everyone they print cash).
The performance has been crap as they screwed up the timing with Covid. The sold heavily in March (cash from ~5 to ~25%) and as at September they still were 20% cash but that might have been just coz the stock value increased.
So they sold heavily into the lows and didn't buy back in on the recovery.
Currency has been a drag too with the AUD about 20% higher than pre-covid.
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