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Posted by
Two Blokes Jul 27 -
Filed in
Stock
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2 views
JEQ shareholders approved a merger into ASGI, shifting the fund's focus from Japan equities to global infrastructure investments. A tender offer in August 2025 allows shareholders to exit at 98% of NAV, which is attractive given the fund's historic discount. We believe current JEQ holders should exit via the tender offer or sell outright unless they specifically want global infrastructure exposure.
