Tag: Ellerston Asian Investments Ltd

Investing in global LICs at IPO stage & brief thoughts on WAM Global.

Author’s note: In compiling this article I have used data as at 25th April, 2018.

Recently I was checking out Morphic Ethical Equities Fund (MEC) and observed how fickle the premium / discount to NTA can behave. It is almost one year since listing and this type of pattern I see quite often in new LICs. Continue reading “Investing in global LICs at IPO stage & brief thoughts on WAM Global.”

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What do retail investors want to hear from their fund manager?

This blog post topic came to mind after I read a post from another blogger. The post I refer to discusses whether fund managers are doing a good job communicating their ideas to attract retail investor demand. Continue reading “What do retail investors want to hear from their fund manager?”

Tweaks to my portfolio, Asia, addressing the LIC discount & being boring.

Firstly, I will just go over a few changes to some holdings of mine I had mentioned in the past, or some relevant news updates.

tweak

Continue reading “Tweaks to my portfolio, Asia, addressing the LIC discount & being boring.”