Update No. 304 – as at COB 31/10/17
We have committed to revealing our positions as they are finalised. The investment we will discuss this month is Global Construction Services (GCS). GCS is a fairly small business in the engineering and construction sector. It was the first new business we bought with conviction after the new EGPCVF trust was created on August 15th. […]
- Posted by tony
- On November 2, 2017
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