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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...

The naked truth about Contrarian Value Fund (CVF)

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LMI : Contrarian Value Fund (CVF) Investing Recommendation : From Jan 2015 to Feb 2019, CVF's NTA outperformed VAS by 3.29% annualised...

The naked truth about Acorn Capital Investment Fund (ACQ)

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LMI :  Acorn Capital Investment Fund (ACQ) Investing Recommendation : From May 2014 to Feb 2019, ACQ's NTA outperformed the Emerging C...

The naked truth about MFF Capital Investments (MFF)

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LMI : MFF Capital Investments (MFF) Investing Recommendation : Over 12 years of substantial outperformance and low relative fees means thi...
Saturday, 23 March 2019

The naked truth about Magellan Global Trust (MGG)

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LMI :  Magellan Global Trust (MGG) Investing Recommendation : MGG has outperformed ACWI by 1.3% annualised between 18 Oct 2017 and 28 Feb ...
Thursday, 21 March 2019

The naked truth about Pengana Private Equity Trust (PE1)

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LMI:  Pengana Private Equity Trust (PE1) Investing Recommendation : Do not invest. Fees are very high and PE1 will take 4 years to be full...