Value as at close of business on 13 December 2024
Price delay - 20mins
In a new episode of Magellan’s In The Know Podcast, Hamish Douglass spoke to fast food company Yum! (NYSE: YUM) CEO David Gibbs about the brand’s 51,000 restaurants and how they managed the global shutdown.
Jargon free insights from our Chief Investment Officer. In today's update Rory shares just how integral our core fund managers are and introduces two new beneficiaries.
Paradice's Julia Weng spoke with Equity Mates on Ausbiz about the fund manager’s large-cap investment portfolio, how to integrate ESG into your investments and her equities outlook for FY2022.
Swinburne has signed a transformational $1 million agreement with Hearts and Minds Investments Ltd and Cooper Investors supporting vital mental health medical research.
Tribeca’ Jun Bei Liu discusses her market outlook post reporting season and looks towards the recovery and reopening plays, sharing a handful of stocks that she’s buying at cheap multiples.
Small and emerging uranium-focused mining companies have surged in value this year. Learn how Paradice has taken advantage of the sector opportunities.
Jargon free insights from our Chief Investment Officer. In today's update Rory explains how we manage our Conference Portfolio.
Airlie's Emma Fisher discusses four ways to reduce risk and shares outstanding companies to create long term wealth.
Nick Griffin of Munro Partners provides an update on HelloFresh, his 2020 Sohn Hearts & Minds Conference Recommendation. He shares why he still stands with the stock.
Conference Fund Manager, Emma Fisher of Airlie Funds Management speaks with Alicia Barry on ABC’s The Business about Airlie’s market outlook and finding value in times of risk and uncertainty.
Tribeca Investment Partners’ Jun Bei Liu spoke with with Ausbiz about how a market sell-off provides opportunities and the three stocks she would be buying in a sell off.
Hamish Douglass, Magellan Chairman and CIO, joins David Clark on the Inside The Rope podcast. Hamish references some of the world's greatest investors and discusses the impact these legends have had on his own approach to investing.
Munro's James Tsinidis talks to the AFR about how the three tailwinds of Companies, Governments and Countries are converging for the race to net zero, stating climate change is "the biggest investment opportunity since the internet".
On the In The Know podcast, Hamish Douglass spoke to Jay Brown, CEO of Crown Castle, America’s largest provider of communications infrastructure. They discuss expansion, the risks and opportunities in new communications technology and Crown Castle’s unique business model.
In a fun four-minute video, Core Manager TDM Growth Partners explains how they think about valuation when investing in public and private companies and give some insight into how they look at compounding capital at high rates of return and 'fair value'.
Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the HM1 Annual Report and key portfolio holdings.
In this AFR article, Jun Bei Liu shares her learnings from the latest reporting season, asking "what are we actually paying for those blue chip COVID-19 winners"?.
Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the ongoing uncertainty in China and how Conference recommendation Treasury Wines has faired.
Florey researchers have partnered with engineers from ANU to develop and study a new type of hydrogel that could radically transform a novel stem cell treatment for Parkinson’s disease.
In this Livewire article, Jun Bei Liu explores the compelling duopoly in one of Australia's favourite sectors: Property.
Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the changing investment landscape in China and shares an update from the Black Dog Institute.
Prof Ian Hickie, of the Brain and Mind Centre has launched a podcast, Minding Your Mind, to explore all aspects of mental health; the different types of mental health issues we can experience, their causes, how they affect us, and what we can do to get help and find solutions.
Emma Fisher of Airlie Funds Management speaks with David Clark on Inside the Rope podcast. The discussed Emma’s investment journey, key influencers in her career and some of her best winners, and losers.
Victor Chang scientist has led landmark research that has the potential to stop arteries of the heart from becoming clogged by targeting a particular gene.
Key highlights from Caledonia’s June quarter update, where the fund manager discussed its high-conviction stock picks such as Just Eat Takeaway.com and Genius Sports, plus how the company is taking advantage of initial public offering opportunities on the horizon.
Emma Fisher tells a (mostly) good news story as she reflects on the last 12 months outlining three risks currently facing the market. Plus, some observations from her recent travels and the stocks to play them.
Airlie's Portfolio Manager, Emma Fisher speaks with CEO of Wesfarmers, Rob Scott to discuss his first decisions in charge, what he looks for in acquisitions and why he made 'entrepreneurial spirit' a Wesfarmers value.
Jargon free insights from our Chief Investment Officer. In today's update Rory shares key takeaways from Magellan's Annual Letter to investors.
Cooper Investor’s Global Team leaders share the unique origins and performance of their Family and Founders Fund, which is focussed on companies that have families and founders with significant ‘soul in the game’.
Jargon free insights from our Chief Investment Officer. In today's update Rory explains why our fund manager's stop loss policies are our stop loss policy.