Yearly Archives - 2023

Airlie FM April 2023 Quarterly Update

26 Apr 2023 - Emma Fisher, Portfolio Manager, provides her views on the current market environment and discusses her recent trip to Europe where she visited the Headquarters of CSL and QBE Insurance, which are two holdings in the Airlie Australian Share Fund.

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Magellan April 2023 Global Strategy Update

24 Apr 2023 - Global Portfolio Managers Nikki Thomas and Arvid Streimann discuss the unfolding interest rate cycle and the effect it’s having on market sentiment and company valuations. They provide an update on the portfolio’s recent performance and its positioning for the current environment.

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