ALF 0.00% $1.01 australian leaders fund limited

questions to be answered!, page-14

  1. 5,646 Posts.
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    What is your take on now adding the offshore investments to the pot. At first I just thought it was okay but in reality its now a bet against two active variables - One the currency and secondly the share price of the company.

    I am not sure but think that they need to explain what went wrong or why the market is not agreeing with them. They are not the only boutique fund that is suffering forager ( Previously intelligent investor funds) are also having a bad run. I think its related to their views on mining services where they went in too early and now have to wait it out. I would invest more if I could understand what went wrong and what the risks are by adding international stocks . Do they have the research capabilities to adequately do the job in the international market?

    Interesting debate - any other ideas for investment?
 
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