Portfolio Review 3Q10

Currently holding on to 6 counters (see Portfolio Review 1Q10 for 1-5 and Portfolio Review 2Q10 for 6):

1. FrasersCT
2. Suntec
3. PLife
4. Starhill
5. Saizen warrant
6. Cache

Next portfolio review due after 31 December.

Note to self: NAV includes realised P/L, fees and dividends. Performance vs. STI measures only paper value.