A story about how to manage portfolio turnover and optimise deep-value returns.
Noda seems to have dropped further from where you bought in, has anything materially changed or do you think it’s more attractive now given the lower price?
Hi Yazan, I think it offers solid downside protection at the lower price. Nothing has materially changed as far as I’m aware.
Noda seems to have dropped further from where you bought in, has anything materially changed or do you think it’s more attractive now given the lower price?
Hi Yazan, I think it offers solid downside protection at the lower price. Nothing has materially changed as far as I’m aware.