Tag: Global Value Fund Limited

COMMENTS ON RECENT TRADES – AAC, MVT, CYB, HHV, GVF, EVN, KBC, AGF, SSM, WCB, RNY.

I have been posting about more general themes of investing styles of late so now I wanted to get up to date in terms of providing more detail about recent trades, or news on companies I own. Continue reading “COMMENTS ON RECENT TRADES – AAC, MVT, CYB, HHV, GVF, EVN, KBC, AGF, SSM, WCB, RNY.”

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Various recent portfolio changes

I would have to admit I am quite staggered by the moves we have seen since Brexit. I am not surprised that the market found some support given the initial panic, but to post new highs so quickly together with highs in bonds and in the gold price was a shock to me. Continue reading “Various recent portfolio changes”

Holdings updates – AIK, KBC, AIQ, MEL, GVF,VNL:LN

AIK – They announced another rights issue which I am again more than happy to participate as it is for growth opportunities that they are paying cheap multiples for that offer plenty of synergies. Continue reading “Holdings updates – AIK, KBC, AIQ, MEL, GVF,VNL:LN”

GVF – a cheap way for low risk non AUD exposure

GVF – I have been a shareholder in GVF since not too long after they floated. After selling some earlier in the year at $1 I just recently bought back in at the same price. Continue reading “GVF – a cheap way for low risk non AUD exposure”