Yeah, it's pretty hard to justify staying put with the higher management fee - for a strategy you can quite easily replicate yourself. Especially with the rise of cheaper and easier investment platforms for overseas shares, like Stake and Superhero.
I guess the thing that has swayed me to likely sell is the ability to just simply replicate their holdings myself.
For such a concentrated portfolio - and their complete lack of any sense of intellectual property - I don't really see a sense to hold.
MGF Price at posting:
$1.83 Sentiment: None Disclosure: Held
