Sarco, I wouldn't worry if I was Orbis fund manager. They have invested in 10 REIT stocks. They are all 5 to 10% of NTA. As and when recovery takes place they will be laughing. Read the notes on pg5. Yes they are in RED right now, but for big gains one has to take big risks.
Sarco, I wouldn't worry if I was Orbis fund manager. They have...
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