anyone invested here, page-109

Thank Occam, that gives a good overview, with some good discounts starting to immerge and some massive premiums, like AEG! Damn it.

Of your favourite managers, it appears WMK WAA PIC PGF FGX are the discounts worth persuing. I have PIC and FGX oppies, cheap also. Given ALF are overall short, I'd say their next NTA will outperform also.

WMK and WAA are of interest to me, although WMK has risen 10pc recently. Maybe I'll just hold CTN until next dividend and sell before, swap into WMK FGX or WAA, my preferred LICs, or SYI/VHY.

thanks