Insto interest is picking up in this space. Recent newletter...

Insto interest is picking up in this space. Recent newletter from a Fund which summarises the state of SOP markets fairly well and concisely.

http://www.paragonfunds.com.au/pdf/Paragon-Fund-Performance-MAR2017.pdf?mar

Interesting to note is that the earlier newsletter they mention, their top pick was RWD but earlier last year transition to AMN going hard in the prior placement under 20cps.

Of notes is in the latest CR for AMN, AustralianSuper went substantial with just under 10% of the company. Either their AE team are idiots or just having the biggest or bestest resource is not enough to get investor traction and sustained support. Will be interesting to see if APC can muster this kind of interest or which other SOP plays will garner it.