In the reference I posted it said a PM team walked from an insto which resulted in forced selling. Unless Geoff walked out they wouldn't be forced sellers, but if he did leave it still wouldn't be the case as they are a LIC and investors can't redeem in the event of a PM leaving, particularly ones such as theirs who are running 30%+ cash allocations. The selling is from elsewhere but I haven't worked out which AE or small cap team has walked out yet thus can gauge how much may be left in the tank if it hasn't been run empty already.
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