Australia's largest stock trading and investment forum Australia's #1 stock forum

VG1

Click for more information

0.26%

$1.92 vgi partners global investments limited

Ann: VG1 Investor Letter - Period to 30 June 2023, page-9

First 9 Last

Share
Profile

Follow
cutty

3,347 Posts.

443

18/08/23

09:52

Post #: 69411463
Share

Originally posted by mrriesq: ↑

Of all the decisions they've made, remaining Fully Hedged to the AUD is probably one of the worst...

Here's their latest thoughts on it...

"Finally, in terms of FX, VG1 remains fully hedged to Australia Dollars (AUD). As we take an active view on the currency, we may move back to an unhedged or partially hedged position, but only when we believe there is a clear mispricing based on our fundamental analysis. Currently, we remain positive on the AUD because of the favourable position Australia finds itself in: endowed with plenty of commodities at a time when demand for these is growing rapidly given the global undersupply and underinvestment in commodity production experienced in recent years."

Expand

When have they ever been right? On anything?

Fund managers... NFI

VG1 Price at posting: $1.64 Sentiment: None Disclosure: Held
Upvote

0 Great analysis

Reply

First 9 Last

Add VG1 (ASX) to my watchlist

(20min delay)
Last $1.92		Change 0.005(0.26%)		Mkt cap ! $579.2M

Open	High	Low	Value	Volume
$1.90	$1.92	$1.90	$156.0K	81.77K

Buyers (Bids)

No.	Vol.	Price($)
1	19058	$1.91

Sellers (Offers)

Price($)	Vol.	No.
$1.92	59906	1

View Market Depth

No.	Vol.	Price($)
1	19058	1.910
2	25900	1.880
1	13650	1.875
1	10000	1.870
1	16000	1.865

Price($)	Vol.	No.
1.915	59906	1
1.920	41249	4
1.925	11058	2
1.930	53679	2
1.940	20000	1

Last trade - 16.10pm 28/05/2024 (20 minute delay)


Last $1.92			Change 0.005 ( 1.59 %)
Open	High		Low	Volume
$1.92	$1.92		$1.92	145
Last updated 13.44pm 28/05/2024 ?

VG1 (ASX) Chart

SPONSORED BY