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Regal Partners Global Investments Ltd ASX:RG1

0 opened or increased1 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 1 managers in total.

Position history by manager 1 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

2026

30 Apr 2025 to today

Commentary Showing 2 of 7

DateManagerActionSummary

31 Jul 2026Wilson Asset ManagementHeldWilson Asset Management — WAM Strategic Value continues to hold Regal Partners Global Investments after its share price rose 7.6% during the month, outperforming net tangible asset growth of 1.5% and narrowing the share price discount to NTA from 10.2% at 30 June 2026 to 4.8% at 31 July 2026. The manager notes the company's investment portfolio increased approximately 44.2% over the 12 months to 31 July 2026, delivering a total shareholder return of 52.7%, or 56.5% including franking credits, and expects the upcoming FY2026 full-year results announcement and potential further capital management initiatives to serve as near-term catalysts for further narrowing the discount to NTA.

Monthly Report, price recorded $2.56

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30 Jun 2026Wilson Asset ManagementHeldWilson Asset Management continues to hold Regal Partners Global Investments because the holding, formerly VGI Partners Global Investments, transitioned to Regal Partners Global Investments following its rebranding and remains the fund's largest position. This continuity through the rebrand and manager transition indicates Wilson retains high conviction in the underlying global equities strategy now managed under the Regal Partners umbrella, treating the corporate rebranding as an administrative change rather than a reason to adjust the holding.

Annual Report, price recorded $2.38

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5 more comments on RG1Pro shows every comment, with a link to each source document.

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First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 1 managers first commented on RG1.

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About Regal Partners Global Investments Ltd

Industrials, Capital Markets

Regal Partners Global Investments (ASX:RG1), formerly VGI Partners Global Investments, is held by Wilson Asset Management as a discount opportunity. In July 2026, Wilson described RG1 as providing investors with long and short positions in global listed securities, discussing its performance during the month. In June, Wilson noted its holding transitioned to RG1 following the rebranding, and in October 2025 reported net tangible assets rose 4.9% while the share price rose 3.2%, slightly widening the discount. Regal Partners Global Investments operates in the Financials sector within the Capital Markets industry, and Thesis Tracker has captured 7 comments from 1 fund manager, Wilson Asset Management. Regal Partners Global Investments is an ASX-listed investment company managed by Regal Partners, providing access to a concentrated portfolio of long and short positions in global equities, having transitioned from VGI Partners' management after Regal's acquisition of VGI.

Market cap: $549m
Price to earnings: 4.5x
Return on equity: 25.1%
Dividend yield: 3.8%
Price to book: 1.03x
Net margin: 60.9%
52-week range: $1.91 to $2.77

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Regal Partners Global Investments Ltd (ASX:RG1)?

Fund managers including Wilson Asset Management have invested in Regal Partners Global Investments Ltd (ASX:RG1).

What opportunities or catalysts do fund managers highlight for Regal Partners Global Investments Ltd?

Wilson highlights the opportunity for RG1's discount to net tangible assets to narrow as performance improves under Regal Partners' management.

What are the key risks to the Regal Partners Global Investments Ltd investment thesis, according to fund managers?

Wilson notes the discount can widen even as net tangible assets rise, a key risk for listed investment companies.

What does Regal Partners Global Investments Ltd (ASX:RG1) do?

Regal Partners Global Investments Limited (RG1), formerly VGI Partners Global Investments Limited, is an ASX-listed investment company. It provides investors with access to an actively managed, concentrated portfolio. The fund strategy utilizes both long investments and short positions in global listed securities to seek capital growth.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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