NEWS

22 Feb 2022 - Manager Insights | Magellan Asset Management
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Damen Purcell, COO of FundMonitors.com, speaks with Chris Wheldon, Portfolio Manager at Magellan Asset Management. The Magellan High Conviction Fund has a track record of 8 years and 8 months. The fund has provided positive monthly returns 88% of the time in rising markets, and 22% of the time when the market was negative, contributing to an up capture ratio since inception of 83% and a down capture ratio of 88%.
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21 Feb 2022 - Managers Insights | Equitable Investors
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Chris Gosselin, CEO of FundMonitors.com, speaks with Martin Pretty, Director at Equitable Investors. The Equitable Investors Dragonfly Fundd has been operating since September 2017. Over the past 12 months the fund has returned +17.36%, outperforming the index by +7.92%, which returned +9.44%.
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16 Feb 2022 - Sustainable Strategy Update
Sustainable Strategy Update Magellan Asset Management January 2022 Dom Giuliano, Deputy CIO and Head of ESG at Magellan, provides colour on some promising renewable-energy stocks, the efforts three portfolio companies - Amazon, Eversource Energy and Nestlé - are making to reduce their carbon footprint, and new investment Booking.com. |
Funds operated by this manager: Magellan Global Fund (Hedged), Magellan Global Fund (Open Class Units) ASX:MGOC, Magellan High Conviction Fund, Magellan Infrastructure Fund, Magellan Infrastructure Fund (Unhedged), MFG Core Infrastructure Fund |

10 Feb 2022 - Global Strategy Update
Global Strategy Update Magellan Asset Management January 2022 Hamish Douglass discusses why the less-threatening Omicron variant still comes with inflation implications, why he's recently invested in two companies exposed to structural growth in global travel and why today's stock market reminds him of 1999's. |
Funds operated by this manager: Magellan Global Fund (Hedged), Magellan Global Fund (Open Class Units) ASX:MGOC, Magellan High Conviction Fund, Magellan Infrastructure Fund, Magellan Infrastructure Fund (Unhedged), MFG Core Infrastructure Fund |

4 Feb 2022 - Infrastructure Strategy Update
Infrastructure Strategy Update Magellan Asset Management January 2022 Portfolio Manager Ofer Karliner, outlines why listed infrastructure and utilities stocks rallied in the fourth quarter, the likely recovery in airport assets, why high carbon scores can be a misleading guide to ESG risks for infrastructure stocks, and why, even if interest rates rise, the infrastructure portfolios still comes with diversification, inflation protection, capital growth and yield benefits if the universe is defined correctly. |
Funds operated by this manager: Magellan Global Fund (Hedged), Magellan Global Fund (Open Class Units) ASX:MGOC, Magellan High Conviction Fund, Magellan Infrastructure Fund, Magellan Infrastructure Fund (Unhedged), MFG Core Infrastructure Fund |

25 Jan 2022 - Webinar Recording | Paragon Australian Long Short Fund
Webinar recording: Paragon Australian Long Short Fund
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25 Jan 2022 - Airlie Market Outlook, January 2022
Airlie Market Outlook, January 2022 Airlie Funds Management 17 January 2022 |
Matt Williams, Portfolio Manager, offers his views on the year ahead, the challenges he sees for Australian companies and discusses investments in the portfolio. Funds operated by this manager: Airlie Australian Share Fund |

24 Jan 2022 - Peer Groups
Peer Groups FundMonitors.com If you are interested in how a particular fund has performed compared to its competitors or how different sectors have performed against each other, you can use FundMonitors.com to access and compare peer groups. |
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20 Jan 2022 - Distinctively different and driven to perform Unlocking the opportunity of 'special situations'
Distinctively different and driven to perform Unlocking the opportunity of 'special situations' Colins St Asset Management January 2022
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Michael Goldberg (Managing Director / Portfolio Manager) and Rob Hay (Head of Distribution & Investor Relations) from Collins St Asset Management share insights into how 'special situation' investment opportunities have been implemented within the Collins St Value Fund. Recorded 27 October 2021.
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18 Jan 2022 - Managers Insights | Glenmore Asset Management
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Chris Gosselin, CEO of FundMonitors.com, speaks with Robert Gregory, Founder and Portfolio Manager at Glenmore Asset Management. The Glenmore Australian Equities Fund has a track record of 4 years and 5 months and since inception in June 2017 has outperformed the ASX 200 Total Return Index, providing investors with an annualised return of 25.88% compared with the index's return of 9.99% over the same time period.
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