VG1 0.53% $1.90 vgi partners global investments limited

good points there @LankyLazzaI commented on a different thread...

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    good points there @LankyLazza

    I commented on a different thread wondering about why they have stopped mentioning the net exposure on the weekly NTA updates.

    I was wondering if one reason might be they prefer to have more information than the activists such as Saba Capital, in the context of the very active buy back in place potentially competing with Saba Capital still accumulating.

    After reading your post though perhaps it is just the embarrassment of the poor tactical moves in recent years of wildly swinging this net exposure level about at inopportune times that has cost shareholders.
 
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