Have a close look at the fundy you are talking about and tell me how successful they are. Some holders on register have got 10 x more brains and also 100 time more capital.
If you are talking about other funds on the register do speak up?
You wouldn't want to generalise too much about raiding fundy's and their sucess or ones holding board positions as you don't have to look far back to sirtex as a textbook study.
The other half of the equation is management and their support and if they are half market smart ( I have grave doubts) they can trap these nobody leaches on the register and flush em when they want.
There is a viable business IMO with some hard yards done but in general the execution has been abysmal in some critical areas.
It is a transition or death gamble and they have the $ to execute a plan but the grubs want those same $.
Beware of announcements this week as it is put up or shut up time by board and management. Same old same old won't help.