News: PTM Platinum Asset Management Says As At Jan-End, Funds Under Management Was A$18,655 Million, page-14

Thanks Honkycat, I appreciate your comment.

You have probably gathered my posts usually go for way too long and say way too much about the concentrated portfolio of stocks I hold. Finding the right balance is not easy for me becuase some readers are pretty experienced and some are not.

My error is to aim to convey that process/due diligence is always important but so too is mindset and simple rules that really never change over time.

Never mind, PTM is on the right track in my view. The rebuild of brand, philosophy and FUM is underway.Markets will probably be volatile in the next 12 months giving active portfolio management a leg up for a change.

Those that agree don't need convincing, those that don't will never be convinced, but now seem more vicious on diversity of opinion and have very little respect for the hard earned lessons of experience.

GLTASH