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2021 Investor Letter

2021 Investor Letter

In our 2021 investor letter, we reflect on performance, portfolio positioning, opportunities and what to expect in the current environment.

Debt based Listed Investment Trusts

Debt based Listed Investment Trusts

Debt LITs have exploded in both number and capital raised over the past 3 years. After an initial period of easy returns, this year’s market crisis has highlighted the risks involved.

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