VG1 vgi partners global investments limited

Ann: January 2019 NTA Statement, page-5

  1. 3,656 Posts.
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    these guys have done very well so far, unlike some other long/short managers ( LSF has been a big disappointment,
    as have WMK and AEG )
    that is likely the reason for the premium.
    I bought a large position ( by my standards ) at IPO and will continue to hold.
 
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