Software investing holdco with activist tendencies, Mark Leonard's children, and Constellation Software veterans.
Thank you for this story. Some follow up questions.
What is the most current NAV only related to Public companies ignoring illiquid private positions?
How did Management increase NAV since taking over this vehicle?
What are unique characteristics of some of the larger portfolio positions?
My big concerns are suboptimal AUM and ability of management to compound capital and to a lesser extent risk of management self dealing.
Thanks for the comment. You're gonna have to do a lot of this work yourself, as I don't own it so didn't go deeper than this article. Place to start would be their filing though, I think they had a new quarter of results come out.
Thank you for this story. Some follow up questions.
What is the most current NAV only related to Public companies ignoring illiquid private positions?
How did Management increase NAV since taking over this vehicle?
What are unique characteristics of some of the larger portfolio positions?
My big concerns are suboptimal AUM and ability of management to compound capital and to a lesser extent risk of management self dealing.
Thanks for the comment. You're gonna have to do a lot of this work yourself, as I don't own it so didn't go deeper than this article. Place to start would be their filing though, I think they had a new quarter of results come out.