VGI Partners : Portfolio Briefing and VG1/VG8 AGM Chairman's Addresses

For personal use only

VGI Partners Limited

ABN 33 129 188 450 39 Phillip Street

Sydney NSW 2000 Australia T. [phone] www.vgipartners.com

AFSL No. 321789 | SEC Registered

16 November 2021

ASX Market Announcements

ASX Limited

Exchange Centre

20 Bridge Street

Sydney NSW 2000

BY ELECTRONIC LODGEMENT

Portfolio Manager's Presentation and Chairman's Addresses for the VG1 and VG8 AGMs

Robert Luciano, Executive Chairman and Portfolio Manager of VGI Partners Limited, will host a webinar at 10:00am (AEDT) today, Tuesday 16 November 2021. Attached is a copy of the presentation to be given.

The focus of the session will be the group's two listed investment companies: VGI Partners Global Investments Limited (ASX:VG1) and VGI Partners Asian Investments Limited (ASX:VG8). Mr Luciano and senior members of the VGI Partners Investment Team will provide an update on the portfolios, while Mr Jonathan Howie (Chief Executive Officer of VGI Partners Limited) will discuss operational aspects.

Please pre-register for the webinar or the call to avoid delays.

If you pre-register and do not receive a confirmation email, please check your spam or junk mail folder.

Webinar link:https://services.choruscall.com.au/webcast/vgi-bcqnch0n.html

Input your name, email and company to register. The webinar will be interactive, with questions able to be submitted online during the event. Please use the "Ask a Question" box to type any question you would like addressed. Questions for the VGI Partners team, or queries about the event, can also be pre-submitted to [e-mail].

A recording will be available on the VGI Partners website at www.vgipartners.comafter the event.

To pre-registerfor the listen-onlyconference call:https://s1.c-conf.com/diamondpass/10016948-fh56n1.html

Annual General Meetings for VG1 and VG8

In addition, the annual general meetings for VGI Partners Asian Investments Limited (ASX:VG8) and VGI Partners Global Investments Limited (ASX:VG1) will be held today at 1:30pm (AEDT) and 3pm (AEDT) respectively. The Chairman's addresses are attached. Please refer to the Notices of Meeting, which were released on 15 October 2021, for more details.

Authorised for release by:

Ian Cameron, Company Secretary

For personal use only

Investor contact information:

Ingrid Groer, CFA

Head of Investor Relations VGI Partners Limited

Phone: [phone] (inside Australia) [phone] (outside Australia)

Email: [e-mail]

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onlyVG1 & VG8: Global & Asian Listed Investment Company Updates

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onlyVGI Partners

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Concentrated on Compounding Wealth

Our Investment Philosophy

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Absolute return focus - 10-15% p.a. compounding target, through the cycle

Deep research results in highly concentrated portfolios

A long-term investment horizon provides a competitive advantage

Size of FUM allows for broad opportunity set

Avoid permanent loss of capital

We are stewards of capital - total staff alignment with investors

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