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RE: [sharechat] ITC and its portfolio

From:	Matthew Laing <Matthew.Laing@synergy.co.nz>
Date:	Mon, 13 Aug 2001 16:46:46 +1200

Hi Adam,
You can find this information on their website. www.itcapital.net
I think you will be pleased to see that the majority of their investments
are locked up in DVI and VS.
Keep us posted on what you find out.

Matt

-----Original Message-----
From: owner-sharechat@sharechat.co.nz
[mailto:owner-sharechat@sharechat.co.nz]On Behalf Of Adam Rands
Sent: Tuesday, August 07, 2001 10:56 AM
To: sharechat@sharechat.co.nz
Subject: [sharechat] ITC and its portfolio


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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