Ah Quiono Quiono Quino. Numbers numbers numbers. Facts. Facts. Facts. Geoff's new microcap LIC is capped at $156 mill. No options. Zero. Geoff understands capacity issues and market impact of transacting.
Permitted investments - offshore stocks. Can hold high cash. These are great pressure relieving valves. No need to chase in a small space of the asx. Can go off shore. Can hold high cash.
Its Geoff's modus operandus to hold high cash levels , not chase stocks to fill some insto mandate restriction of being maximum 95% invested. Wait patiently until opportunity arise. Thats our Geoff.
Very much doubt Geoff and George will end up with similar portfolios. The two Gs are not peas in a pod.
Geoff's suite of products have done better than Contango's suite of products over any reasonable time frame. That proves they dont own same stocks.
Geoff versus George, page-3
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