For what it's worth, Affluence's most recent (December '17) stated LIC favourites also included:
- AEG
- FGX
- MFF
- GVF (although they weren't buying at the current premium)
I met one of the two principals Daryl Wilson at a roadshow and was impressed with what he had to say, so I've kept following them (with a view to possibly invest in their mainstream fund if I ever go down the SMSF path).
Ann: Net Tangible Asset Backing, page-22
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