My guess would be MQG are not selling out, simply moving holdings between funds perhaps. We will wait for a Change of Holder Notice to confirm!
I have been at a MQG small companies presentation in recent times and they are definitely bullish NMS. It is the fund's number one holding and has outperformed in the last quarter.
Again, next Change of Holder Notice will confirm anyway.
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My guess would be MQG are not selling out, simply moving...
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