Actually, I don't think it's that risky at all.
Currently 33 investments, so therefore only 3% (average) per investment.
Even if one were to go belly up, it wouldn't be a huge drama.
Not all small caps either.
Tatts, Bluescope and Iluka are some of the current holdings (Bluescope well into run off for a huge profit).
Impressed me with the detail he has on each company and his hands on approach with the companies his invested in.
Came across as one very switched on cookie, without being a bragger or know it all.
Anyhow, it ticked all my boxes, so I've added it to my small collection of LICs.
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Actually, I don't think it's that risky at all. Currently 33...
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