Why I’ve changed my mind on CGF, and some thoughts on sell discipline, page-39

I'm out as of today, I trimmed my portfolio from 12 to 7 companies and CGF I only ever put 1/3 allocation of capital to, I know it's excellent value here and may re-enter but I just don't understand it enough or have enough conviction in it so am focusing on the holdings I believe I understand much better and have that long-term conviction.
I've been in and out of this one and never entirely comfortable holding long-term so it's best I just don't until I haven't got that level of discomfort.
Very much appreciated everyone's thoughts and contributions, I may jump back in from time to time but this just never was a core holding.