Good to see some PGF followers out there.
Latest PAF report shows new investments in PAX Global and Las Vegas Sands.
PAX is involved in providing terminals for in store electronic payments, so I'm not sure if this would qualify as a new sector for PGF (assuming they bought some for this fund as well), given they already have exposure to the electronic payments sector through Visa and MasterCard.
PAF's other recent acquisition, Las Vegas Sands, has exposure to Macau casinos, so maybe that's the new 'Macau casino' exposure for PGF as well.
SEC 13F filings are interesting for holdings in US stocks, but from what I can tell, you can't assertion whether the underlying shares are held in PAF, PGF or one of the semi-equivalent unlisted funds.
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Good to see some PGF followers out there. Latest PAF report...
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