They done it for quite a few investments if my memory serves me correctly....Supergroup comes to mind and that made them good money after it recovered. But lost on some donkey ones...Abil?? Aeg??
AG made money on all where they were confident based on their analysis. AG are successful because they get into a businesses operations, understand strategy and cashflow- not only look at financials and forecasts. I work in a top 40 listed company of which AG have a large chunk, and have increased their investment- having an AGH shareholder comes with lots of admin and face time. apart from understanding risk, one of their investment requirements is business sustainability? I am not at all assuming that they love SNH in that case they would have bought up 15%. but they have a position which if anyone has information on- please share.
also with the current fiasco they would not be able to justify a massive investment- this is more than a hedge or a gamble-
does anyone have any recent reputable analyst positions. SNH is still a hold