RE: WPCT v MINI22 Mar 2016 03:44
I'm not sure how a £728m trust will be able to invest a large portion of its NAV in start-up companies,whereas I think MINI is better positioned to do this because it is about 13 times smaller.
This means that it will not be forced to take on investments just to fill it's quota.
This may become even more of a problem for WPCT over time as the trust grows because it will be harder for Woodford to find real top quality value start-up companies so may find he has to buy start-up companies with less potential than he would have otherwise chosen.