VGI Partners Asian Investments Limited (ASX:VG8)

Lawrence Myers
Chairman
Market Cap (AUD): 467.5M
Sector: Unclassified
Last Trade (AUD): 2.1 +0 (+0%)
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1. About

VG8 (ASX:VG8) provides investors with access to a concentrated portfolio, predominantly comprised of long investments and short positions in Asian listed securities. It may also take positions in other companies with significant exposure to the Asian market. The fund is actively managed by VGI Partners (the Manager) with a focus on capital preservation. VG8 will typically invest in 15-30 long investments. The top ten long investments will usually represent between 40-50% of the portfolio’s NAV.

2. Business model

3. Strategy

4. Markets

5. Competition

6. History

7. Team

8. Financials

9. Risk