In our 2021 investor letter, we reflect on performance, portfolio positioning, opportunities and what to expect in the current environment.
Assessing whether LIC managers add value
We’ve previously written about how the 14-month period from 31 January 2020 to 31 March …
Fund Manager Profile August 2020
Key Details Fund: Ironbank Karara Market Neutral Fund Manager: Karara Capital Fund Type: Retail Unlisted …
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.
Fund Manager Profile July 2020
These LICs are managed by VGI Partners, one of the best global equities’ managers in Australia. They are currently trading at record high discounts.
