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@openice Hey, BILDX/BILTX's NAV has started moving around. I wonder when we're gonna get a piece of it? Been another month. I hope our commentary didn't elicit a deluge of phone/e-mail inquiries, and they've backed off the start date because they're expecting a bit more money flowing in, initially, than they had anticipated. I am soooo ready for this one....
The only thing I've found since the April 5 thread was in a footnote, oddly placed, on a web page on the company's site (DL Capital), describing what industry sectors the separate account strategy was invested at end of 2014. Considerable difference with what they sent to you, indicating on a macro level they are quite willing to pick up and move wholesale if conditions warrant.