tag:blogger.com,1999:blog-5011732.post7742440576951795280..comments2023-06-07T12:24:40.914-04:00Comments on CHEAP STOCKS: Below Net Current Asset Value, Real Estate, and other Value Strategies: Winding Down The Cheap Stocks 26 Net/Net IndexJonathan Heller, CFA, Editorhttp://www.blogger.com/profile/04330933364296303215noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-5011732.post-61468771715567623372013-09-13T14:45:38.874-04:002013-09-13T14:45:38.874-04:00Syynageva (Trimeris) was best performer, and witho...Syynageva (Trimeris) was best performer, and without it, Index would have been up about 25%, a major difference. We made decision to keep Trimeris, despite it's pending deal. But this is why we don't believe the results of CS26 were conclusive as to the efficacy of indexing net/nets,at least this time around.Jonathan Heller, CFA, Editorhttps://www.blogger.com/profile/04330933364296303215noreply@blogger.comtag:blogger.com,1999:blog-5011732.post-25181822282174479282013-09-13T08:03:32.119-04:002013-09-13T08:03:32.119-04:00how much of the 42% was from trimeris? i believe t...how much of the 42% was from trimeris? i believe that trimeris was a net net that, at the time when the 26 net net index started, had already been acquired by a non net net, i.e. i don't think that many value investors would have included/maintained trimeris in their basket......<br /><br />regards<br />gb Anonymousnoreply@blogger.com