Global Opportunities (GOT) was launched in 2003 and has been managed since that time by Sandy Nairn. It became a self-managed trust in 2022 and amended its investment policy to encompass a broader range of assets, which prompted a move from the AIC's Global sector to the Flexible Investment sector. GOT currently invests in around two dozen stocks and three specialised funds with around a third of its portfolio in cash. Net assets are around £100m but the discount to NAV has widened from single-digits to around 20% over the last few years. According to its latest factsheet, the NAV total return...
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