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Looking at what is new to the portfolio, it seems to be a tilt back towards medium- rather than small-caps.

For a LIC with just under $500M in AUM; new additions to the portfolio include (valuations at 30 June)
CPU ... $9.7M
JBH .... $8.9M
WOR ... $8.0M
AMP ... $5.7M
STO ... $5.5M
IPG .... $4.4M
BMT ... $4.1M
C79 .... $3.3M
GTK ... $2.6M
EGL ... $1.7M
BAP ... $1.2M

There are quite a few where the holding has increased significantly
NAN ... ~$5.0M
PPC ... ~$5.0M
CWN .. ~$3.0M
SPL ... ~$2.8M

Of course, these have to be paid for; from proceeds of the SPP plus numerous trimmings of existing positions and full sale/ takeover of others

[QUOTE="Dona Ferentes, post: 1190228, member: 66457"] Looking at what is new to the portfolio, it seems to be a tilt back towards [B]medium[/B]- rather than [B][COLOR=rgb(41, 105, 176)]small[/COLOR][/B]-caps. For a LIC with just under $500M in AUM; [B]new [/B]additions to the portfolio include (valuations at 30 June) CPU ... $9.7M JBH .... $8.9M WOR ... $8.0M AMP ... $5.7M STO ... $5.5M IPG .... $4.4M BMT ... $4.1M C79 .... $3.3M GTK ... $2.6M EGL ... $1.7M BAP ... $1.2M There are quite a few where the holding has increased significantly NAN ... ~$5.0M PPC ... ~$5.0M CWN .. ~$3.0M SPL ... ~$2.8M Of course, these have to be paid for; from proceeds of the SPP plus numerous trimmings of existing positions and full sale/ takeover of others [/QUOTE]

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