VG1 0.79% $1.92 vgi partners global investments limited

Ann: June 2023 Monthly NTA Statement, page-5

  1. 63 Posts.
    lightbulb Created with Sketch. 1
    Lol what's a decade!

    Remain unsure exiting Richemont was the right long term call. Though there are enough question marks over the Chinese economy that you can understand the rationale. The luxury sector has buoyancy. Can't see that even if there is a pullback in key markets this won't come back eventually.

    Ah well. GCQ sold it down too so who knows.
 
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