Monthly Report based upon the data collected by the IIR Research Team

A comprehensive review of LMIs covered by our research team including individual profiles of the Managers

LIC News & Research Overview of the whole sector.

IIR has conviction in the Investment Manager’s ability to at least achieve the stated investment objectives over the foreseeable future. This is based on a comprehensive, proven and repeatable investment process, a broad and highly qualified investment team, strong risk-management processes, and a long-term track-record of generating alpha (primarily by mitigating downside risks in less benign market environments.

The purpose of this investment note is to explain the Equity Raise and Manager IPO, the merits of both, and to explain the options VG1 investors have as to how they may proceed. It is not intended to analyse the merits, or otherwise, of an equity investment in VGI Partners.