VGI Partners’ Q2 2023 Investor Letter

VGI Partners Global Investments Limited, an investment management company, released its second quarter 2023 investor letter. A copy of the same can be downloaded here. The firm returned 19.7% at an average net exposure of 72% for the six months ended June 30, 2023. Since the start of 2023, global market indices have recovered, with the MSCI World Index increasing +14% to 30 June 2023, the S&P 500 rising +16%, and the technology-focused NASDAQ Composite increasing +32% for the same period. In addition, please check the fund’s top five holdings to know its best picks in 2023.