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2020 Investor Letter

2020 Investor Letter

In our 2020 investor letter, we reflect on performance, portfolio positioning, the opportunities and what to expect in the current investment 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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