Post #10644 by LongTermBRK on the US Policy board

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That’s a good point, yes.

I see your point on the buybacks and it’s a good choice. But I think the fund is creating a new paradigm and an actual identity.

As it works towards a 5% effective payout—via continued strategic increases and market pricing, I think it has a much better chance of reducing its NAV discount. Just that dynamic alone gives a double digit return boost on top of portfolio performance. And downside protection of a lower than market PE and value orientation.

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