Problem is that the HML figures look pretty poor. If BHD is delving into these inter-party transactions as well, one would need to question how accurate their NTA reporting is also.
I'm still hopeful though. As I said Stuart and his team are clearly amazing global macro traders, if they would just stick to that and not do the other exotic venture capital/private equity stuff.
Problem is that the HML figures look pretty poor. If BHD is...
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