Here is my medium / long term ASX LIC performance comparison of the most popular LICs against relevant ASX index ETFs.
Continue reading “ASX LICs PERFORMANCE 5 YEARS TO 2024, WHICH IS THE BEST vs INDEX ETFs?”A few factors in recent times have led me to reflect on whether some funds known for shareholder activism perform well.
Sometimes it is ironic to see these funds trade at large discounts to NAV, yet often the activists have criticized other funds for this very reason.
In Australia, we are close to a decade from when a few activist style LICs launched, so surely that is long enough to judge to some extent?
An overseas activist fund is slowly building up some stakes in ASX closed end funds, so I thought it would also be interesting to check out some US activist funds.
Continue reading “DOES SHAREHOLDER ACTIVISM WORK?”This is a follow up post from a couple of weeks ago from my question whether IS LIC VG1 ASX ABOUT TO WIND UP OR CONVERT TO OPEN ENDED? – Value Investing for a living?
What has happened since this above post?
Continue reading “SHOULD PGF ASX TAKEOVER VG1 ASX?”Pressure is on Regal Partner’s listed VGI Partners Global Investments (ASX:VG1) vehicle to address the large discount to NTA.
Considering converting to open-ended class might be better for Regal Partner’s bottom line in the long run, not to mention long suffering shareholders.
Continue reading “IS LIC VG1 ASX ABOUT TO WIND UP OR CONVERT TO OPEN ENDED?”Here is my medium term ASX LIC performance comparison of the most popular LICs against relevant ASX index ETFs.
Continue reading “ASX LICs PERFORMANCE 4 YEARS TO 2023, WHICH IS THE BEST vs INDEX ETFs?”The following table coming up captures the performance of many of the most popular ASX Listed Investment Companies (LICs) for the financial year of 2022.
Continue reading “ASX LISTED INVESTMENT COMPANIES (LICs) PERFORMANCE FY 2022”Whilst I don’t label my investing style as one that specifically targets dividends, I have noticed that SMSF investors in particular often embrace such a style. What I do sometimes blog about though is certain “special situations” or “hidden value” that lurks underneath the surface. I thought therefore I would discuss a few situations I have noticed recently that combine such strategies.
Continue reading “ASX STOCKS THAT COULD PAY FULLY FRANKED DIVIDENDS IN 2021 & 2022”