Impressions:
Q2-Q3 were huge stock rallies acrosss the board, including the MLP area and yet the NAV dropped.

Sold EROC at multi-year lows. Huh?

Expenses were about 25% of DCF?!? Are you serious?

Management seemed bored and unsure of where there portfolio companies are going. Some are getting locked up in parent take-backs with no future distributions.

I understand it is a rough environment for microcaps, but this is ridiculous.

I think I am out, they won. If the NAV were really what they said it was, you take all these pieces and sell it off and close-
end of story.