Not the case study that you would welcome, page-37

I bought in too early today again 29c, I don’t get how FOR is trading at a premium when this years performance is terrible even before FIG & NZM which I could be wrong but look to be 10% of the fund? I doubt it would look good for Steve’s reputation if he sells out of one (or two) of his biggest & most talked about picks. More likely is that he has identified real value in these two stocks & buys more to average down & support his own nta.