CTN rebrands as NAOS Small Cap Opportunities Company, page-15

not sure why everyone agrees on GW being somehow "involved" in this.

i've been following him for some time and so far his ethics and integrity did not raise my eyebrows.

i'm certainly hoping his approach would not change on this occasion - it's just not worth it for him. i'm sure whatever position he would take, he would do so with retail shareholders in mind. and for what it's worth we have:
* change of mandate;
* change of manager, with:
* new manager having limited history of running LICs;
* new manager having no history of managing LIC's this size.

the reasonable thing to expect here would be CTN offering equal access buyback at NTA, and that's exactly the thing GW should be pushing for. (didnt work very well with HHV though).

thoughts?