Tag: Wilson Asset Management

MERGERS, ACQUISITIONS AND WIND-UPS IN THE LIC SECTOR

The CYA transaction got me thinking to the extent similar deals have occurred in the past. There are a few fund managers who will examine investing in LICs, yet the vast majority don’t. I’d like to better understand why many avoided LICs in 2009-2012. Continue reading “MERGERS, ACQUISITIONS AND WIND-UPS IN THE LIC SECTOR”

TEMPLETON GLOBAL “GROWTH” FUND (TGG)

Growth is in inverted commas because the fund very strongly favours the value investing style over that of growth. Also the fund has disappointed investors in regards to the level of growth achieved in recent years!

I bought some shares at $1.17 today so hopefully that is about to change.

Continue reading “TEMPLETON GLOBAL “GROWTH” FUND (TGG)”

FOLLOWING THE BEST INVESTORS & WHICH GLOBAL MARKETS OFFER MORE VALUE?

I have made a guest post on a website I only recently came across, but now see it as being a useful tool for many investors. My article here touches on points I probably have already made on the blog but thought I shall share the link here anyway.

http://www.etfwatch.com.au/blog/following-the-best-investors–small-market-inefficiencies-in-lics

Continue reading “FOLLOWING THE BEST INVESTORS & WHICH GLOBAL MARKETS OFFER MORE VALUE?”