CGA 0.00% $1.00 contango asset management limited

James Packer buys in, page-38

  1. 10,600 Posts.
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    I always struggle with these types of arrangements for this reason and these guys are not alone there are plenty of others that play both sides. Some are better as investments as a company and others are better as investments in their actual funds.

    As a manager of funds on behalf of clients do you look to the actual funds for a position on the basis of a good investment team being able to pick the opportunities and capitalise on them or do you look to the company and the MER and funds managers performance thresholds. If their funds under management are under-performing you get hit both ways.
 
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Currently unlisted public company.

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