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[sharechat] ITC and its portfolio


From: Adam Rands <adamlist@iguana2.com>
Date: Tue, 07 Aug 2001 08:56:17 +1000


I received my ITC capital annual report yesterday.

I could not find anywhere within the document that tells me the percentage 
of the total funds invested for each holding.

ie - I want to work out what holdings are dominant in the ITC portfolio

I believe their are some exciting companies within the ITC portfolio (DVI 
and VS) however my interest in ITC could be dampened if the majority of 
funds are invested in its other interests (Terabyte/GoldenOrb)

Does anyone have this information.

Adam


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