Hunter Hall's hunt for growth

The last month was tough for ethical, global LIC Hunter Hall Global Value Limited, but it is the long term that CIO and founder Peter Hall is focused on. That's why we are comfortable with our Hold recommendation.

The discount between the share price to net tangible assets has closed altogether in the last 12 months.

As Hall discusses in our video interview below, the trick to it was not through buybacks and marketing but to simply give investors what they want – consistent and sizeable dividends.

The short-term negative performance was predominantly caused by Hall's exposure to gold, which is also discussed – and so too is the conundrum of how miners fit into an ethical fund.