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VGI Partners Global Investments (VG1) investor relations material
VGI Partners Global Investments AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 summary18 Nov, 2025
Opening remarks and agenda
Meeting opened with acknowledgment of traditional custodians and confirmation of quorum; agenda included formal business, resolutions, and Q&A.
Hybrid format enabled participation in person, online, and by phone, with clear instructions for voting and questions.
Meeting structure included introductory address, discussion of resolutions, general questions, and voting.
Financial performance review
FY25 net portfolio return was -3%, with a loss after tax of AUD 17.6 million; positive contributions from Rightmove, Entain, and LSEG, but offset by Opthea write-down.
Total shareholder return for FY25 was -1.6% pre-franking, with a modest improvement in share price to NTA discount.
Over 39 million shares bought back in FY25 for AUD 73 million; since 2020, 162 million shares repurchased, about 40% of issued capital.
Profit reserve remains robust at over AUD 275 million, supporting over nine years of dividends at current rates.
Four months to October 2025 saw a +19% portfolio return; since July 2022, net portfolio return is 55%, total shareholder return 78.5%.
Board and executive committee updates
CIO responsibilities transitioned from Phil King to Paul Moore in September 2025, following a group realignment.
Paul Moore brings decades of global equity experience; supported by portfolio managers Marco Anselmi and Henry Hill.
Distribution teams from acquired businesses integrated into Regal Partners, enhancing market engagement.
Describe Paul Moore's portfolio risk profile
Evaluate a merger with the PM Capital fund
What is the future role of the buyback program
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Next VGI Partners Global Investments earnings date
H1 20269 Feb, 2026
Next VGI Partners Global Investments earnings date
H1 20269 Feb, 2026
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Frequently asked questions
VGI Partners Global Investments Limited is an Australian investment company that seeks to provide long-term capital growth by investing in a concentrated portfolio of global equities. Managed by VGI Partners, the company employs a research-driven, high-conviction strategy, selecting companies that it believes are undervalued or have strong growth potential. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.
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