Does anyone know what part of ACG's portfolio is having such a negative impact on NAV and the stock price. I thought the bulk of ACG's assets were in U.S. government securities and a relatively small amount in emerging market debt.
I've owned the stock for 2 yrs and this is the first time there has been this big a single drop. It's been very consistent. Even through last Oct. So I was under the same impression. Just discovered this board so will be watching for replies.