CD1, CD2, CD3 - CD Private Equity Funds - Cheat Sheet
Summary : Of the 89 CEFs left on the ASX, three are mature private equity funds investing in mid-market U.S. companies: CD1 (2012), CD2 (2013) and CD…
Showing posts with the label CheatSheetsShow All
WLE - WAM Leaders - Cheat Sheet
Summary : WAM Leaders (WLE) is the largest Wilson Asset Management LIC ($1.7b market cap). It very actively (300% turnover) invests in large cap ASX…
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…
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 …
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…
AFI - Australian Foundation Investment Co - Cheat Sheet
Summary : With invested assets over $8.5 billion, the Australian Foundation Investment Company (AFI) is the 800 pound Closed End Fund gorilla on the…
PL8 - Plato Income Maximiser - Cheat Sheet
Summary : Plato Income Maximiser (PL8) actively invests in Australian shares to generate a high, reliable dividend yield which is fully-franked. Pla…
PE1 - Pengana Private Equity Trust - Cheat Sheet
Summary : Pengana Private Equity Trust (PE1) is a diversified portfolio of mostly U.S. (~13% Europe, 7% Asia) private equity investments managed by…
TGF - Tribeca Global Natural Resources - Cheat Sheet
Summary : Tribeca Global Natural Resources (TGF) has an "active long short investment strategy that seeks to profit from from the inherent vola…
HM1 - Hearts and Minds Investments - Cheat Sheet
Summary : Hearts and Minds Investments (HM1) is a LIC with the "highest conviction equities from leading Australian fund managers, with all fee…
RF1 - Regal Investment Fund - Cheat Sheet
Summary : Regal Funds Management and Phil King have risen swiftly in recent years as a leading alternatives and hedge fund manager. The RF1 LIT is …
WAX - WAM Research - Cheat Sheet
Summary : Wilson Asset Management's LIC funds long-run outperformance figures are a fantasy . In this post, I reveal the true performance of WAM …
TEK - Thorney Technologies - Cheat Sheet
Summary : Geoff Wilson popularized "buying a dollar for 80 cents" regarding ASX CEF discounts, and this misleading and simplistic phrase ra…
LSF - L1 Long Short Fund - Cheat Sheet
Summary : LSF is a genuine long short fund, with very high gross exposure, considerable portfolio turnover, and it often diverges significantly from …
PIA - Pengana International Equities - Cheat Sheet
Summary : The ASX is plagued with massively underperforming CEFs at huge discounts but little shareholder activism to wind them up and extract the NA…
SB2 - Salter Brothers Emerging Companies - Cheat Sheet
Summary : At 30th June 2023 , you could buy $1 worth of Salter Brothers Emerging Companies LIC (SB2) assets for just 73c. Geoff Wilson says buying a …