Airlie Australian Share Fund
Airlie Funds Management has partnered with Magellan Asset Management to launch the Airlie Australian Share Fund, a concentrated portfolio of Australian equities.
The fund holds between 15 to 35 quality Australian listed equities. Equities are filtered through four key investment tests - financial strength, business quality, quality of management and valuation.
The portfolio is managed by Matt Williams, former head of equities at Perpetual, and Emma Goodsell.
The minimum initial investment is $10,000.
Magellan Asset Management as issuer of the fund, can be contacted for all distribution related enquiries on: 1800 Magellan or via the website on https://www.magellangroup.com.au/contact-us/
"We don’t spend much time trying to pick where the market is going": Q&A with Airlie's Emma Goodsell
- Can you explain the benefits of a concentrated approach to managing Australian equities?
We believe a concentrated portfolio of best ideas will outperform passive investment in an index, where you are able to stick to a solid, proven process of stock selection and avoid companies with too much debt, too high expectations or worsening fundamentals.
- Where does this type of fund sit in a retail investor's portfolio?
Whatever the makeup of a retail investor's portfolio, we believe there is room for a high conviction, concentrated active fund that aims to outperform the benchmark over the medium term.