Looks like EPG has been added to New City Investment Managers Limited fund "City Natural Resources High Yield Trust plc".
These guys are no dummies - if you do some digging you will find that they have been in a lot of the local big movers in the early stages before major moves - eg JBM, BSG, BDG - and of course NDO which is their largest holding in this fund. EPG just went in at number 7 by the looks - see here... http://www.trustnet.com/it/funds/port.asp?fund=39030
and a summary here... http://www.ncim.co.uk/fact/cnr.pdf
Seem fairly astute stock pickers - as they say...
"NCIM's belief is that it is key to deliver good returns for investors, building on the reputation of NCIM's investment and client service skills.
A key element of NCIM's approach is the Company's flying pig logo-so many times the NCIM team hears presentations from potential investee companies who hope that their business proposition is going to flourish yet often there is a greater chance that pigs may fly.
It is NCIM's duty,through its proven investment process to ensure it selects investments for its clients which are robust with soundly based business strategies, rather than flying pigs. This fundamental investment approach provides the foundation for NCIM to achieve the goals clients expect."
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