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…
Tracking the elimination of ASX Closed End Funds
Summary : As I expose on this blog, virtually all ASX Closed End Funds (CEFs) should be eliminated ; they have no defensible basis to continue existi…
CaptiveCapital's 95 theses on why ASX Closed End Funds should be eliminated
Summary : Martin Luther famously nailed to the door of the Wittenberg Castle church his 95 theses making the case against the Catholic church sellin…
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…