| Alternative Asset Opportunities | TLI LN | 28% |
| AIG | AIG US | 12% |
| IG Group | IGG LN | 11% |
| JD Sports | JD/ LN | 7% |
| Munich Re | MUV2 GR | 8% |
| Veripos Inc | VPOS NO | 7% |
| Johnson and Johnson | JNJ US | 7% |
| FBD Holdings | FBH | 6% |
| B&C Speakers | BEC IM | 5% |
| Plaza Centers | PLAZ LN | 3% |
| GBP Cash | 4% | |
| Quarterly Return | Quarterly Benchmark Return | |
| 13.17% | 13.96% | |
Friday, 29 March 2013
Quarterly Update
Tuesday, 19 March 2013
After the somewhat surprising events in Cyprus over the weekend, I decided to place a stop loss on Dolphin Capital. While I am generally not a fan of stop losses, for several reasons, this was a day when this stock was not going up, and could potentially have dropped a very long way. So I ended up selling my position at 37.5, and do not feel compelled to re enter, though a perusal of their results, out in a day or two, might change that.