I'm not so sure WLS is going to report a great increase in NTA....

I'm not so sure WLS is going to report a great increase in NTA. From looking at their positions, they have 35% short positions. Sure many of the shares they own have had a great month, but we don't know what their short positions are, apart from TLS.

I would expect a great month, but unless we know the short positions, we have no idea.



btw I own a fair percentage of my portfolio as WLS and I've been a bit dissapointed with their performance over the last year....