Our sibling column, Street Talk, has been divulging each juicy blow of the escalating dispute between Rob Luciano’s Sydney hedge fund, VGI Partners, and David Kingston, an activist investor in VGI’s two listed investment companies.
Kingston is within his rights to be displeased. Both LICs are bogged at an unedifying discount to their net tangible assets.
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Joe Aston helmed The Australian Financial Review's Rear Window column from 2012 to 2023. Connect with Joe on Facebook and Twitter.
