Given where we are in the cycle, there are new market neutral...

Given where we are in the cycle, there are new market neutral strategies coming to the market (see Firetrail), but with this company trading at almost a 15% discount to NTA, you would think that the time is coming where there would be a run to ALF and WMK. Stock selection has clearly been a failure of this company in recent years, but a huge bull market is not been in the interests of this company's strategy. Perhaps their time is coming? This month's NTA announcement might be a catalyst for rerating in a down month?