vgi

In the AFR I explain my involvement in helping shape the unprecedented new listed investment company (LIC) structure pioneered by global equity hedge fund VGI Partners, which for the first time ever will involve the fund manager---and crucially not the LIC's investors---paying 100% of the enormous 3% sales commissions offered... Show More

The Pie Growth Fund has recently taken a position via the IPO of Vista Group International (VGI:NZX and VGI:ASX). Vista's core business is providing enterprise software solutions to large cinema circuits (20 screens +). The number of cinemas using Vista's software has tripled in the last five years and it... Show More