Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (14824)	2/11/2002 1:37:02 AM
From: Moominoid	Respond to of 74559

Allocation of Platinum Capital - closed end Aussie Fund - they are very good- I am invested with them: 31/1/02 AUD 53% Euro and Swiss franc 18% Short Yen No USD exposure. In the previous month they were flat on Yen and 50% in European currency. On the stocks side they are invested all round the world (none in Aus I think) ...39% of portfolio is short mostly in the US - then they do the currency overlay. NAV is $1.76 ps but price is $2.23 NAV doesn't include a huge heap of Australian Tax Credits that hopefully they will distribute through a share buyback some day. I'm thinking of going to the next AGM and asking them when!