Value as at close of business on 12 April 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".
