HGT vs. HVPE
Considering to swap out my HGT holding (after good performance) for HVPE and ride the discount narrowing then swap back into HGT for medium to long-term.
Sensible approach?
Any thoughts?
Regards,
Imtiaz
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I have a sizeable holding in HGT. It has performed consistently well and is one of the AIC's best performers. Because of this I am reluctant to sell despite its recent good run. There is no guarantee that the HVPE will narrow - it has stayed the same for a long time now. Maybe you could hedge your bets and go 50-50