Well bungalowbill DYOR as always. (Yoda see from your posts that you do not like certain HC contributors)
Compare and contrast all the listed fund managers across criteria like -
Margins. Cost to income ratio. Dividend Yield. P/E.
Reputation of the fundie. Reputation of the Board. Performance of the products.
Have the fundie delivered versus what they promised? Etc etc
Does management and investment team have skin in the game. The CGA presso was odd. Says now the team have > 20%. That reads greater than 20% after the capital raise. Now, is that 20.1%, or 20.2% or still 25% or maybe even 30%? Or 24.9%, 24.8%? It was 25% at ipo according to HC Contributor. Why the lack of transparency?
Do your DD. Have investment team reduced their stake? Increased? No change? Ask them, not Yoda.
That is historically a reliable signal. Follow the smart money.
CGA Price at posting:
$1.01 Sentiment: None Disclosure: Not Held
