VG8 provides investors with access to a concentrated portfolio, predominantly comprised of long investments and short positions in Asian listed securities. It may also take positions in other companies with significant exposure to the Asian market. The fund is actively managed by VGI Partners (the Manager) with a focus on capital preservation. VG8 will typically invest in 15-30 long investments. The top ten long investments will usually represent between 40-50% of the portfolio’s NAV.
1Share price is delayed by 20 minutes. Net Tangible Assets (NTA) per share and portfolio size as at 15 January 2021 (following US equity and currency market close). Weekly NTA Updates are available under ASX Releases.
Mr Myers is the founder and managing director of MBP Advisory Pty Limited, a Sydney firm of Chartered Accountants which he established in 1998. His client base spans a broad range of industries and activities, and he specialises in advising very high net worth individuals and families, their businesses and commercial endeavours. This portfolio includes some of Australia’s largest private and public companies. Mr Myers’ specialist areas of practice include Mergers and Acquisitions, Corporate and Business advisory, Tax Consulting and Advisory, Succession Planning and Family Office services. Mr Myers holds a Bachelor of Accountancy from the University of South Australia. He is a member of Chartered Accountants Australia and New Zealand, The Taxation Institute of Australia and the NTAA. Mr Myers is also a Registered Company Auditor and a Registered Tax Agent.
Mr Myers has been a non-executive director and Chairman of the Audit and Risk Committee of ASX-listed Breville Group Limited since 2013 and has been its lead independent director since August 2014.
Mr Myers is an Independent Director of VGI Partners Global Investments Limited (VG1) and the Chairman of VG1’s Audit and Risk Committee.
Mr. Luciano has over twenty five years’ experience gained as a portfolio manager, equities analyst and accountant. Prior to founding VGI Partners in 2008, Mr. Luciano spent five years as an Executive Director and Investment Manager with Caledonia Investments in Sydney and has also held positions as a Portfolio Manager at Allianz Equity Management and an equities analyst at BNP Paribas (formerly Prudential-Bache Securities Australia).
Mr. Luciano commenced his career as an accountant with BDO Nelson Parkhill in 1993. Mr. Luciano graduated from the University of New South Wales, with a Bachelor of Commerce, majoring in Accounting & Finance and later completed a Masters of Commerce, majoring in Advanced Finance. He is a Fellow of the Financial Services Institute of Australasia. Mr. Luciano has completed the Chartered Financial Analyst (CFA) Program and has been awarded the CFA Charter.
Mr Luciano is the Executive Chairman of VGI Partners Limited and a Director of VGI Partners Global Investments Limited (VG1).
Mr Jones has over thirty years’ experience in investment markets, the majority as a general partner in private equity firms, and prior to that in general management and management consulting. Mr Jones has been a board member of numerous private and public businesses, including a number in the wealth management sector. Mr Jones was a Managing Director at CHAMP Private Equity (2002-2011); Executive Director and Country Head of UBS Capital (1999-2002) and a Division Director at Macquarie Direct Investment (1994-1999). Mr Jones commenced his career as a Business Analyst at McKinsey & Co. in 1987. He holds a Mechanical Engineering degree from the University of Melbourne (First Class Honours) and a Master of Business Administration from Harvard Business School. Mr Jones is Chair of the National Museum of Australia and a non-executive member of the investment committee of EMR Capital.
Mr Jones is an Executive Director of VGI Partners Limited and the Chairman of VGI Partners Global Investments Limited (VG1).
Ms McDonald has over 10 years’ experience in corporate advisory and equity research. Most recently she was an Associate Director at KPMG in the Mergers and Acquisitions practice with previous roles at Wilson HTM and BDO Kendalls. Ms McDonald graduated from the University of Queensland with a Bachelor of Commerce, with majors in Accounting and Finance, and a Bachelor of Business Management, majoring in Business Economics. Ms McDonald has completed the CFA Program and has been awarded the CFA Charter.
Ms McDonald is an Independent Director of VGI Partners Global Investments Limited (VG1) and a member of VG1’s Audit and Risk Committee. She is also an Executive Director of MDH Pty Ltd.
William Brown has over 30 years of investment experience as a principal and advisor. Currently, Mr Brown is the Chief Investment Officer of Terrace Tower Group, a Sydney and New York based real estate and investment company started by John Saunders, one of two co-founders of Westfield Group.
Mr Brown also has served as a Partner and member of the investment committee at AIM13, a multi-family investment office with more than US$1 billion invested in alternative assets. Previously, he was a Senior Portfolio Manager at Hartz Capital, a privately-owned multi-strategy hedge fund associated with the Leonard Stern family office.
Prior to joining Hartz, Mr Brown worked at Berenson & Company, Credit Suisse First Boston, Lazard Frères and Lehman Brothers. Mr Brown began his investment career in 1989 as an investment banking analyst at Salomon Brothers Inc.
Date | Event | More Information |
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31 Jan 2020 | 1H20 Results | See ASX Releases |
6 Feb 2020 | 1H20 Results Briefing | Briefing Invitation |
20 Aug 2020 | FY20 Results and Briefing | Briefing Invitation |
21 Oct 2020 | Investor Briefing - VG8 and VG1 | Briefing Invitation |
16 Nov 2020 (10am AEDT) | Portfolio Manager's Presentation | Briefing Invitation |
16 Nov 2020 (3pm AEDT) | Annual General Meeting | Notice of Meeting |
Latest Insights |
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VGI Lifts the Lid on New Look Portfolios (Livewire, 23 Oct 2020) |
Future Generation Virtual Investment Forum (Oct 2020) - Stock Pick: Olympus Corporation |
Briefings | |||
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FY20 AGM | ![]() | ![]() | ![]() |
16 Nov 2020 Portfolio Briefing | ![]() | ![]() | ![]() |
21 Oct 2020 Portfolio Briefing | ![]() | ![]() | ![]() |
FY20 Results | ![]() | ![]() | ![]() |
1H20 Results | ![]() | ![]() | ![]() |
Date | Title |
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8 Dec 2020 | Nov 2020 Monthly NTA Statement |
9 Nov 2020 | Oct 2020 Monthly NTA Statement |
8 Oct 2020 | Sep 2020 Monthly NTA Statement |
9 Sep 2020 | Aug 2020 Monthly NTA Statement |
10 Aug 2020 | Jul 2020 Monthly NTA Statement |
13 Jul 2020 | Jun 2020 Monthly NTA Statement |
9 Jun 2020 | May 2020 Monthly NTA Statement |
8 May 2020 | Apr 2020 Monthly NTA Statement |
9 Apr 2020 | Mar 2020 Monthly NTA Statement |
10 Mar 2020 | Feb 2020 Monthly NTA Statement |
7 Feb 2020 | Jan 2020 Monthly NTA Statement |
10 Jan 2020 | Dec 2019 Monthly NTA Statement |
Weekly NTA is available under ASX Releases.
Date | Title |
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19 Jan 2021 | Change of Director's Interest Notice - Robert Luciano |
18 Jan 2021 | Weekly NTA Update |
18 Jan 2021 | Change of Director's Interest Notice - Robert Luciano |
15 Jan 2021 | Change of Director's Interest Notice - Robert Luciano |
14 Jan 2021 | Change of Director's Interest Notice - Robert Luciano |
13 Jan 2021 | Change of Director's Interest Notice - Robert Luciano |
12 Jan 2021 | Dec 2020 Monthly NTA Statement |
12 Jan 2021 | Change of Director's Interest Notice - Robert Luciano |
11 Jan 2021 | Weekly NTA Update |
11 Jan 2021 | Change of Director's Interest Notice - Robert Luciano |
8 Jan 2021 | Change of Director's Interest Notice - Robert Luciano |
6 Jan 2021 | Notice of Initial Substantial Shareholder from VG8 |
5 Jan 2021 | Change of Director's Interest Notice - Robert Luciano |
4 Jan 2021 | Weekly NTA Update |