Vgi Partners Ltd Portfolio Update on VGI Partners Global Investments Ltd and VGI Partners Asian Investments Ltd - Webinar Transcript
All right. Good morning, everyone. Thank you for joining us. My name is Robert Luciano. I'm joined this morning by Rob Poiner in New York and Tom Davies on my side here and Marco Anselmi. We're the senior investment team at VGI Partners, and we're very pleased that you can join us.
Now we're just going to be doing a short presentation and taking you through our strategy for the global portfolio and the Asian portfolio. This is in advance of our AGMs for both VG1 and VG8 today. It's going to be relatively short because we did a detailed road show in October, and today is really an opportunity for us to answer a number of questions on the portfolio from our investors.
So in terms of just going to the first slide, just to give everybody a bit of an update. Some of you might be aware of this, but new investors may not. We have $3 billion of funds under management, and half of this is in our unlisted funds. We have 2 unlisted funds: an Australian dollar fund and a U.S. dollar fund. And then the
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