RE: this IPO....It's Hodson not Hobson as in Peter Hodson. Eric has about a 30 year return record of about 25%. Jacobs & Michael are terrific investors but their long term returns are in the 17-18% range. I am not familiar with the other 2 you mentioned. I have held Jacobs Sceptre Equity fund for about 10 years now. Embry is a great PM investor but PM is out of favour now which is affecting the Sprott Cdn Equity fund returns.
Are you looking at one year returns? I think in most regards Eric may be the best investor in Canada for long term returns and seeing the trends in advance. I would add Randy Oliver & Alex Sasso from Norrep to the great Canadian investor list. Cheers!!!