RE: Article on the results from Chrysalis which references their position in REVB22 Aug 2022 19:43
Actually reads like they had diversified risk and have done nicely off other aspects of their portfolio. The way this was initially reported I think everyone was led to believe they had all their eggs in one basket. Not so and RevB actually represented a small percentage and now thats been derisked to a smaller percentage.
"At the end of July, Revolution Beauty made up 1.9% of the concentrated portfolio’s NAV. But based on the closing price of 25.6p on 18 August, that had dipped to 0.7%, making it the smallest holding in the portfolio."