True that the small cap sector has performed poorly but the reason wont make you or other OBJ holders happy or give something to look forward to. One of the smartest operators is Geoff Wilson from WAM capital. He argues the drift of large cap investment houses into the small cap sector crreated a herd mentality that dramatically overheated/valued the sector. The last 6 months he suggests has seen a rebalance and a more correct value for this sector.
How much income do we make? What is the SOI? Lucky we are as high as 5 cents when you consider those two numbers.
True that the small cap sector has performed poorly but the...
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