Absolute return, Europe, Long/Short, small caps, special situations
The fund invested in abrdn European Logistics Income PLC, a closed-end fund owning 25 mid-box logistics sites across Europe with concentration in Spain and Netherlands. The investment thesis centers on the wind-down strategy eliminating the 22% discount to NAV by selling properties and returning cash to shareholders. The manager expects 30% upside to December 2025 driven by structural growth in e-commerce demand for logistics sites.
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of shares bought or sold and the percentage of outstanding shares
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