WAR - WAM Strategic Value - Cheat Sheet
Summary : In June 2021, Wilson Asset Management raised $225m for its 8th LIC: WAM Strategic Value (WAR). Its strategy being to capitalise on discoun…
Showing posts from October, 2023Show All
VG1 - Vgi Partners Global Investments - Cheat Sheet
Summary : Vgi Partners Global Investments (VG1) launched its $550m LIC in Sep 2017. In part this was off the back of some high profile short-selling …
Exit interviews with managers of failed ASX Closed End Funds
Summary : Since the July 2020 ban on selling commissions , over 34 ASX Closed End Funds (CEFs) have been delisted . Several more are on-route. Only 5…
Staying ahead of the retiree Income LIC shakeout
Summary : More than half of the market cap of the entire ASX Closed End Fund sector is in about 15 LICs (AFI, ARG, WAM, WLE, BKI, AUI, DUI, PL8, DJ…
PGF - PM Capital Global Opportunities Fund - Cheat Sheet
Summary : PM Capital Global Opportunities Fund ( PGF ) is Paul Moore's global equities LIC that listed in Dec 2013. PGF has slightly exceeded VT…
ALI - Argo Global Listed Infrastructure - Cheat Sheet
Summary : Argo Global Listed Infrastructure (ALI) is a $376m LIC managed by Argo Investments, best known for its $6.5b ARG LIC. Since 2015, its gener…