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Vinva Investment Management Limited
Morry Waked · Asset Manager · Quant/Systematic
Vinva Investment Management Limited is an independent global investment management firm headquartered in Sydney, Australia. Established in 2010 by Morry Waked, the firm specializes in active equity strategies, including long-only and long-short approaches, across more than 45 global equity markets. Vinva is majority employee-owned and manages over $40 billion in assets, utilizing an investment approach with roots dating back to the mid-1990s. The firm is widely recognized for its expertise in systematic and quantitative investing, focusing on delivering consistent long-term alpha to institutional and professional clients through a rigorous, data-driven research process.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +32.7% |
| YTD return | +24.5% |
| Sharpe ratio | 2.62 |
| Win rate | 53% |
| AUM | $7.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $7.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://vinva.com/ |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 16.7% | +4.0% |
| AAPL | Apple Inc | 14.2% | +8.4% |
| MSFT | Microsoft Corporation | 11.0% | -1.0% |
| GOOGL | Alphabet Inc Class A | 10.5% | +6.5% |
| AMZN | Amazon.com Inc | 7.6% | +0.4% |
| AVGO | Broadcom Inc | 5.0% | -1.4% |
| META | Meta Platforms Inc. | 4.1% | +28.4% |
| MU | Micron Technology Inc | 3.5% | +12.8% |
| JPM | JPMorgan Chase & Co | 3.1% | -0.2% |
| LLY | Eli Lilly and Company | 2.9% | +2.4% |
| COKE | Coca-Cola Consolidated Inc. | 2.6% | -4.3% |
| CL | Colgate-Palmolive Company | 2.6% | -4.0% |
| V | Visa Inc. Class A | 2.6% | -2.0% |
| MA | Mastercard Inc | 2.3% | -3.6% |
| ROST | Ross Stores Inc | 2.0% | +1.2% |
| AMD | Advanced Micro Devices Inc | 2.0% | +32.9% |
| MSCI | MSCI Inc | 1.9% | -2.0% |
| TSLA | Tesla Inc | 1.9% | +0.6% |
| ABBV | AbbVie Inc | 1.8% | +3.1% |
| FTNT | Fortinet Inc | 1.8% | +4.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | BUY | MU | 3.2% → 3.5% |
| Sep 7, 2026 | SELL | ADSK | 1.9% → 0.0% |
| Sep 7, 2026 | BUY | ABBV | 0.0% → 1.8% |
| Sep 7, 2026 | SELL | MA | 2.4% → 2.3% |
| Sep 7, 2026 | SELL | MSCI | 2.0% → 1.9% |
Investment Style Analysis
Vinva Investment Management Limited is widely recognized for employing a Quant/Systematic strategy. As of Sep 21, 2026, the firm oversees approximately $7.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Vinva Investment Management Limited made a significant move by increasing exposure to MU. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Vinva’s investment philosophy is based on the conviction that capital markets are not perfectly efficient, providing opportunities for skilled active managers to generate excess returns. The firm employs a highly disciplined, systematic investment process that combines seasoned investment insight with advanced data analytics and proprietary technology. Their strategy is built on maximizing three core pillars: skill in forecasting, breadth in applying insights across a vast universe of more than 15,000 stocks, and efficiency in portfolio construction and transaction cost modeling. By avoiding significant sector or style biases, Vinva aims to deliver consistent, high risk-adjusted outperformance regardless of the market environment.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Vinva Investment Management Limited.
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Frequently asked questions
How is the simulated portfolio for Vinva Investment Management Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Vinva Investment Management Limited's largest holding?
As of the latest filing, Vinva Investment Management Limited's top position is NVIDIA Corporation (NVDA), representing 16.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Vinva Investment Management Limited's historical performance and risk profile?
Our simulation indicates a total return of +32.7% with a win rate of 53%. Notably, the portfolio maintains a Sharpe Ratio of 2.62, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Vinva Investment Management Limited primarily invest in?
Vinva Investment Management Limited has a strong preference for the Semiconductors sector, which makes up 27.2% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Vinva Investment Management Limited's portfolio concentrated or diversified?
Vinva Investment Management Limited runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 41.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Vinva Investment Management Limited performed in 2026?
Our AI-simulated model portfolio for Vinva Investment Management Limited tracks a Year-to-Date (YTD) return of +24.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Morry Waked manage Vinva Investment Management Limited directly?
Yes, Morry Waked serves as the key portfolio manager for Vinva Investment Management Limited, overseeing the investment strategy and final capital allocation decisions.