went through the latest numbers and slg's aum is basically flatlined year on year, that's concerning when y…by @thuli_dd on $SLG

went through the latest numbers and slg's aum is basically flatlined year on year, that's concerning when you look at what coronation and allan gray are doing. margin compression on fees too. the r0.92 valuation feels okay on that basis but theres no real growth catalyst i can see, just a slow bleed.