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    Thoughts on KKC?

    Hi James and MM team, Interested in your thoughts on KKC at current prices - you answered a brief subscriber question about it back in June last year. Does anyone cover it and is there any reason to consider it? thanks Alain

    Answer

    Hi Alain,

    I haven’t looked at their underlying portfolio in a while and I’ve previously held the view that their more diversified approach / broad mandate was not one that I liked, however they now trade at a very large discount to their asset, with NTA yesterday sitting at $2.48 versus current prices around $2.09. That discount seems excessive for the sort of assets they hold.

     

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