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

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