VG1 0.53% $1.89 vgi partners global investments limited

I only listened in because i hold RF1. RF1 will allocate 8% of...

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    I only listened in because i hold RF1. RF1 will allocate 8% of capital in shares that mirror the VG1 portfolio so i wanted to see what RF1 is buying.
    I think there was a quick mention that discount is lower than it once was at some point in the past. They didn't address how they will close the discount. They didn't talk about the lack of pace of the buyback. But we did learn that Phil is tipping Manly for the NRL grand final. Luckily his stock picking is better than his footy tipping.
 
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