Hi @brad @pbartstephens @spencerbogart
Could the next NAV please have more details around the equity investments please? The last NAV report did not indulge in much details other than $ZEC being added to the crytpo part of fund.
Also if any details can be shared with investors as to why there was a sudden drop in the NAV of almost 20% from around $3.10 to $2.50 (approx range).
Attached, I have included an image that shows there was not much difference (in companies/coins listed) in the Q3 & Q4 2018 NAV Reports