RE:Nine points fundNo surprised, given his mandate. It's an active fund with a huge MER. He needs near-term potential doubles to sustain his operation and ARX is becoming a very mature mid-cap blue-chip over time. The fact that it no longer meets his criteria is actually a vote of confidence for the broader market as it means it's moving into the upper echelon of senior producers.
ReitsRus wrote: Arx no longer in Eric's top ten fund, not surprised!