I have actually topped up some of my holding down here. Though I agree re newsletter and website though, to be honest, I never even knew they had that website. I just figure after a bad year better probability they will have a good year. The yield is good here too. I have been caught too many times buying too high.
Lets hope the newsletter, website and communications improve. They were good for a long time but less so recently.
I am a bit torn though as I had a small exposure in HML so I appreciate his efforts there.
If you look at the top 10 positions from the past few months They had a big position in RMC which has done well and HIL continues to do well. So i think they are getting their act back together.
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