@PhoenixAM2017 not really sure I get your investment philosophy...

@PhoenixAM2017 not really sure I get your investment philosophy (using an old report after the Dec one was out), I'm biased because I'm long and have been topping up, but December NTA release has top5 in it with BKW which is up strongly, MNY also up strongly, PBP was up in Dec, RMC up strongly and VVA down. I think small cap index also up about 5% this month AND MNY doesn't appear to be there, could still be there but obviously not a big position or it would be in last NTA report. Also in newsletter HIL a few weeks back was being plugged and thats up 50% since then. So from the information I have, GC1 looks OK. Am kicking myself for not buying HIL and PBP though.