I dont mind holding an LIC if I can see the performance and the...

I dont mind holding an LIC if I can see the performance and the rationale for their investing strategy.
I hold WIC and also CDM. WIC was going well, then fell into a hole, but if you have a look at their graph, they have obviously changed strategy, along with a fairly reliable and regular dividend. Free options for the first time ever, are in the money. CDM last year did 20%+ returns and also have a good dividend (even though my average cost is above the present share price, i can see results) and in both cases Euroz for WIC and Karl Seigerling for CDM have significand skin in the game.
I dont know how much skin Braitling has in the game, i cant see the rationale in their strategy (although that doesnt make me an ex-pert), there IS no performance, and I guess the only thing we have going for us is that NAV is above share price. There is over 300 mil to play with, so that there is a substantial asset base to play with should there be an individual change of manager or strategy. I also hold WGF, so have 2 reasons to be unhappy.