Yep. I'm a very happy holder at these levels and given recent funds flow into listed infra this company is in great shape to now add another strong growth driver in addition to its main stay of international equities. It's undervalued in my view and I will watch with interest its monthly FUM updates to see if the sticky high margin retail infra flows build like they did in global equities. They are one of the highest rated managers in listed infra by retail researchers who are now all recommending advisers skew to overweight to infra.
MFG Price at posting:
$22.39 Sentiment: Buy Disclosure: Held
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