This fund made me curious because of the high discount to NAV. Any views on why is this happening? I know they failed with Herbalife and Valeant, but still, the've done quite a good job since.
And one more thing, do you know where i can find latest holdings? in their report they only show contribution to profit in last quarter/half year, but do not show holdings and # of shares from each company they buy.
Unfortunately, that is the portfolio performance, not portfolio structure (some of those positions were already liquidated)
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||4 dec 2020 17:38