ALF
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0.00% 85.0¢ australian leaders fund limited

Please Explain, page-29

  1. jazir1979
    888 Posts.
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    20/02/18
    10:36
    Post #: 31181116
    There's a letter from the CIO to WGF investors which points out they gained slightly in Feb while the overall market fell. But as @tforrestr points out, the market has bounced back since anyway.

    And to me, this is the key sentence in his letter: "This has been further exacerbated by Watermark's failure to create value through security selection."
    ALF Price at posting: $1.03 Sentiment: Sell Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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