VG1 0.52% $1.95 vgi partners global investments limited

Ann: Weekly NTA Update, page-2

  1. 1,245 Posts.
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    Interesting to note the weekly position changes since their letter one month ago. There is an increase in longs and reduction in shorts. I think VGI are being prudent and increasing their risk weighting, just in case this is a V shaped recovery!
    NTA has fallen by about 10 cents in that time.
 
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