Ha, interesting that you said that, I said a similar thing to my wife.....
(however, I did preface it with some superlatives as to where the information came from)
The performance summaries since '04 & '07 were very impressive, no doubt.
And the Neutral funds correlation with the XJO @0.09 shows how far away from a standard ASX200 type fund,
with the Absolute fund @0.61, is also a fair way from strongly correlated XJO fund.
Independant Stock Pickers for sure.....
The management fees @2%, is a bit higher than some in the market, but with the returns they have provided, are probably justified.
I enjoyed reading both their commentaries, which interestingly also included a number of companies that been mentioned on our Hot Copper XSO 'Brains Trust' thread last year.
I have not done anything further with the information yet, I was going to keep it up my sleeve for now.
