Quote Originally Posted by Huang Chung View Post
Hi Mark

Been quietly reading your posts.....generally not much to say other than 'Oh My God!'.

Kerr Nelson has gone from hero to zero in less than 12 months.
I wouldn't mind being called a zero if I was able to sell down a stake of my own investment company at the peak of the market and had half a billion in the bank (or a 5 and eight zeroes!!!!!!!!).

Yes Mark I've also been following with amazement and surprised how poorly the PTM funds have performed given they were supposed to have been well hedged against any bear market.

I might come up a revised table with PE ratios for the listed fund managers just to compare with what they were a year ago...

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