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Wednesday, 5 May 2021

The dirty secret about LMI Total Expense Ratios

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Summary : The vast majority of LMIs only publish their Management and Performance fees but never their Total Expense Ratios (TER). The dirty...
Friday, 2 August 2019

Is Duxton Water (D2O) a worthwhile long-term investment?

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LMI : Duxton Water (D2O) Investing Recommendation : Long-term buy . Secular trends toward lower growth, high debt and central bank-supress...
Thursday, 11 April 2019

The naked truth about Diversified United Investment (DUI)

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LMI :  Diversified United Investment Limited(DUI) Investing Recommendation : From Mar 2009 to Mar 2019, DUI's NTA outperformed VAS by ...
Tuesday, 9 April 2019

The naked truth about PM Capital Asian Opportunities Fund (PAF)

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LMI :  PM Capital Asian Opportunities Fund (PAF) Investing Recommendation : From May 2014 to Mar 2019, PAF's NTA underperformed AAXJ b...
Wednesday, 3 April 2019

Ellerston Asia Growth Fund vs EAI - The case of the disappearing returns

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Summary : Many LMIs have unlisted equivalent funds where the portfolio of both is virtually identical. This can be useful for tracking LMI r...
Thursday, 28 March 2019

Errors, omissions and obscurity in LMI NTA reporting

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Summary : LMIs are required to report NTA or NAV each month. However, there is no regulation, oversight or consistency in this reporting. So...
Sunday, 24 March 2019

The naked truth about Thorney Opportunities Limited (TOP)

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LMI :  Thorney Opportunities Limited (TOP) Investing Recommendation : From Jan 2015 to Feb 2019, TOPs NTA outperformed VAS by 2.72% annual...