Sorry for holders but I was sceptical about the quality of the managers when I saw they underplayed and underperformed with the US assets. It would have been tough to get out of the quagmire in California but they should have dragged it out of inaction while everyone's attention was focused on Vietnam. Wildcat risks apart, I am afraid these guys are just not careful with shareholders' money and cavalier about spreading their risks.
three strikes your out ken, page-7
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