Tag: WAM LIC

ASX LIC Performance Comparison – Not A Happy FY19

It has been a tough environment for active managers, so I thought I would take a look at a performance comparison of the most popular ASX LICs.

Continue reading “ASX LIC Performance Comparison – Not A Happy FY19”

Have We Learnt Nothing from Investing in Closed End Funds / ASX LICs in the Last 30 Years?

This blog post is referring to a very old study of Closed End Funds (CEFs) that I read this year. CEFs are the equivalent of what Australian investors usually refer to as ASX Listed Investment Companies (LICs). The study discusses in detail the typical life cycle of CEFs. It talks about why they often swing from premium to discount, and then back to NAV in a fickle manner. Continue reading “Have We Learnt Nothing from Investing in Closed End Funds / ASX LICs in the Last 30 Years?”

WHICH WAM LEADERS TO FOLLOW, SPECIAL SITUATION INVESTING & APW

Around late September it struck me that some investors buying WAM Capital (ASX:WAM) & WAM Leaders (ASX:WLE) may not have considered some alternatives. Was there potentially cheaper back door entries into these stocks available? Continue reading “WHICH WAM LEADERS TO FOLLOW, SPECIAL SITUATION INVESTING & APW”