Regal Asian Investments — VGI Partners Asian Investments — Investor Presentation (September 2022)

6 slides from Regal Asian Investments's investor presentation, Sep 14, 2022

Slide 1: A Conversation with Phil King, CIO, Regal
A Conversation with Phil King, CIO, Regal September 2022
Slide 2: Disclaimer
Disclaimer This document (Information) is provided by Regal Partners Marketing Services Pty Ltd (ACN 637 448 072) (Regal Partners Marketing), a corporate authorised representative of Attunga Capital Pty Ltd (ABN 96 117 683 093) (AFSL 297385) (Attunga). Regal Partners Marketing and Attunga are busine
Slide 3: Key risks
Key risks As with any investment, VGI Partners Asian Investments contains risks. Investors should read the relevant disclosure documentation in full to understand all risks prior to deciding whether to invest. A summary of some of the key risks are below: Investment strategy risk Counterparty risk C
Slide 4: VG8 Share Price to NTA History
VG8 Share Price to NTA History Sub-advisory agreement implemented with VG8 Share Price and Post-Tax NTA ($ per share) lead portfolio management responsibility transitioned to Regal CIO Phil King $3.00 Ex-div Buy-back commences 5.5c $2.80 Ex-div Ex-div $2.60 5.0c 5.0c $2.40 $2.20 $2.00 Share price di
Slide 5: VG8 investment team
VG8 investment team Philip King Chief Investment Officer and Portfolio Manager Phil is the Chief Investment Officer of Regal Funds Management and Lead Portfolio Manager for VG8. Prior to co-founding Regal, Philip was a Portfolio Manager at London-based De Putron Funds Management (DPFM), specialising
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