We have had a few conversations with partners on why we are reluctant to take a 20% cash call at present despite the current uncertainty to re-enter when prices are more favourable. I thought it may be appropriate to share our thought process with all our partners.
I want to separate the question into 2 parts
a) The cash call on “Asset Allocation” – which is for partners to make
b) The cash call on “portfolio construct”- which is for Solidarity to makeRead More