Andrew Lautier

Excellent article more great info Thank you

Carlos Cobelas

the OC Dynamic Equity fund has returned 29.8%, 18.3% and 18.2% per annum respectively for the past 1, 3 and 5 years

Michael Hill

Marcus, you could add Lakehouse Capital which is only 15 months old. Their Small Companies Fund is up 48 %. Thang you, Michael Hill

Michael Hill

And Ophir surely? Michael Hill again

valkmi re

Hi Marcus, great write up! What is the quickest way to find out whether a fund managers add or remove a stock in their portfolio? Do they make a public announcement somewhere?