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  • Gus Crennan

Dunelm Case Study Update

Hi all, in October 2017 I provided a short case study on balmoralassetmanagement.com.au discussing the merits of UK retailer Dunelm where I noted we had earlier acquired shares at 5.62 Great British Pounds (GBP).


The update is that as at Australia Day 2019 Dunelm is trading at 7.20 GBP, a ~28% increase

We have trimmed the position to realise some gains as we are rebuilding some cash reserves following a nice January rally although the company remains part of the portfolio.


As always any questions please let me know.


Regards

Angus

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