Not always easy working out what these guys hold. If we assume...

Not always easy working out what these guys hold. If we assume some of their holdings in the investor presentation on May 20 are still in the portfolio they should be going ok. Stale data I know (holdings from Dec 31 2015), but they do tend to sit on their positions in stocks for long periods so may be a fair assumption.

Results period for MVT should have treated them kindly in August at a glance firstly INA did OK ex div. Other "potential" holdings they may still have are perhaps more exciting. RIS, JYC, CLT, AFY, SMR. I'll be interested to see them report the August NTA in a couple of weeks time.