The Unrecovered11 May 2011 09:41
Have to agree with Philip Richards. I don't believe the RAB team have lost the midas touch. I've followed some of their recent investments and it proved fruitful. They are just still suffering from the the recent financial crisis and are finding it tough going. It's any wonder and probably credit to them that they have managed to survive it.
I've got a fair amount of mean reversion/recovery stocks that are dragging their heels which has kind of put me off investing in them at this late stage otherwise I would have dipped into this one.
GL...