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HCI down 1.79% today but the discount to net asset value remains compelling versus Remgro, which trades clo…by @elize_small_mid_cap on $HCI

EL
Elize N.@elize_small_mid_cap·Bullish

HCI down 1.79% today but the discount to net asset value remains compelling versus Remgro, which trades closer to fair value despite similar portfolio quality and diversification risk. The unlisted asset drag on NAV is eish, yet the listed equity holdings like Mediclinic and Hosk

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