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Sold out now

lse:edin

#1

After a few years of underperformance, and now it has sunk to the bottom quartile performance (24/25) I’ve lost patience.

I noticed their holding in Capita and have now taken the view that Barnett has been caught holding too many duds. I have gained 16% over about 3 years but should have sold out far earlier.


#2

I know performance hasn’t been good, and the discount is nearly 10%, the highest for at least 8 years, but I don’t think that now would be the best time to sell. I’m hoping for a double whammy of improved performance and narrowing of the discount.