farmerdave
12 Feb 2015
Re: Hugo Boss yep more realised 10 feb - freescale valuation up 30% as well per rns. Shortly will get a lot of cash and a diverse portfolio - surely discount will vanish - about 15% with latest revals I believefd
farmerdave
06 Feb 2015
Re: Hugo Boss With arysta all cash in Feb 2015 (hopefully), hugo Boss - realised some more???Svg will be made of smaller companies investments and presumably more cash will be returned to investors again. No wonder the permira guys are leaving with less cash to make big pe calls but becoming more of a diverse portfolio manager.Probably good at this time to diversify and return cash as is being done - also reduces the discount. Am happy to hold further on it being a diversified fund but some of the exceitement has goneFD
Peermade
03 Feb 2015
Re: Hugo Boss Quite a Brucie bonus, if you pardon the pun.
farmerdave
03 Feb 2015
Hugo Boss up about 15% so far this year so far - lucky held most of them (pity not all)FD
