...there is a part of me that is happy for more drift in caza (my style of investing is to commit v little to start with - the stage i am with caza not trap - and double down or, for the better companies, average up); my pf is v thinly spread (more than 100 punts on the go!!)
..the aim (and more broadly, all tiddlers) rel underperformance v larger caps exercises my few remaining brain cells at the mo...more than specific companies
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