I'll preface this by saying there are two things to consider....

I'll preface this by saying there are two things to consider. Firstly, from a professional perspective my calls on LICs are fundamentally driven by my view on the investment skill of the manager. Once I form that view, then from a personal standpoint, I'll make a call of whether it is worth accessing that manager at the current SP.

In terms of skill, I like Paul Moore (PGF, PAF) and Platinum Asia (PAI). I've gone a bit cold on PMC given the very high turnover of key staff.

I haven't looked at FGG yet, but potential there given the caliber of managers they are accessing. Also yet to look at EGI or EAI.