CME - VGI Partners Global Investments Investor Letter - Full Year 2021

• VGI Partners Global Investments Limited is an Australia-based investment company. The Company’s Investment Strategy is to create a concentrated Portfolio, predominantly comprised of Long and Short Positions in global listed securities, actively managed with a focus on capital preservation.
• This is a very disappointing result and has been driven by select core long-term investments performing poorly over the second half of calendar 2021.
• We cannot eliminate short-term volatility from our returns; however we are more confident than ever that our process and investment philosophy positions our portfolio to produce attractive returns over the long term and through the cycle.

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