The last monthly report shows some decent shorting of Industries (presumably because of impending trade war) and tech stocks (presumably stupid PE valuations which got adjusted last night and today). The manager has been predicting these events for some time. IMO the manager is doing a great job. Let's see what next months NTA is. WGF is trading well below NTA. Good value for your folio in my opinion.
WGF Price at posting:
88.0¢ Sentiment: Buy Disclosure: Held
