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Magellan

Magellan Asset Management (Magellan) was founded in 2006 and is an Active Asset Manager specialising in global equity and infrastructure strategies, focussing on investing in the world's best companies to grow and protect wealth for investors. Magellan is a wholly owned subsidiary of Magellan Financial Group, which is listed on the ASX (MFG).

Magellan believes that successful investing is about finding, and owning high quality companies that have a sustainable competitive advantage and will compound returns over the long term.

Magellan's team of highly qualified and experienced investment professionals manage global equity and infrastructure strategies for clients based around the world. The team undertake extensive bottom-up stock analysis and industry research to identify outstanding companies and conduct macroeconomic analysis and risk management to construct portfolios that aim to generate attractive returns over the medium to long term.

Magellan is committed to responsible investing and is a key part of their investment process is to consider material risks and opportunities facing companies and industries including Environmental, Social and Governance (ESG) issues.

To find out more about Magellan's global equity and global infrastructure active exchange-traded funds (Active ETFs) visit www.magellangroup.com.au.

In early 2018 Magellan purchased Airlie Funds Management (Airlie). Airlie is a specialist Australian equities fund manager that was founded in 2012 and manages Australian equities for institutional and retail clients. Airlie has an active investment style that aims to deliver attractive long-term capital growth and regular income to its investors. Airlie provides retail investors exclusive access to Airlie's investment expertise through the Airlie Australian Share Fund (ASX:AASF) and the Airlie Small Companies Fund. To find out more visit www.airliefundsmanagement.com.au.

 

Latest sponsor articles

Is Medibank Private a bargain?

Regulatory tensions have weighed on Medibank's share price though it's unlikely that the government will step in and prop up private hospitals. This creates an opportunity to invest in Australia’s largest health insurer.

Cyclical stocks will drive markets higher in 2025

Magellan's Head of Global Equities, Arvid Streimann, thinks that although stock price momentum will slow next year, cyclical companies will lead the pack. He outlines the risks to his forecast and the stocks he likes best.

Why megatrends can deliver big upside (and downside)

The magnitude and duration of society's most important trends are often underestimated. While these trends are usually touted as a tailwind, one in particular could have dark consequences for many assets.

Short-term panics create opportunity in real assets

Listed infrastructure companies often have fabulous assets, with monopoly positions and extremely reliable cash flows. But how do you identify the very best companies, and how do you pick them up at a reasonable price?

Bull and bear case for Australian equities for FY25

ASX market bulls point to corporate balance sheets and earnings, while bears highlight company valuations and persistently higher inflation. It's best to ignore short-term noise and focus on investing in quality companies.

Beware the risks from AI

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Charter Hall Group: quality company at a steep discount

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Is ResMed a trap or an opportunity?

ASX blue-chip ResMed has been hammered due to concerns that new obesity drugs will reduce demand for its product. What are these drugs, how effective are they and what impact could they have on the sleep apnoea market?

The current system is ill-equipped for shift to EVs

Trillions need to be spent upgrading grids, transmission distribution and charging infrastructure. Electric utilities are a low-risk way to play this multi-decade growth theme to energy transition.

Quality ASX retailers are on sale

Everyone appears negative on the outlook for consumer discretionary spending and that's been reflected in the share prices of ASX-listed retailers. The chance to buy quality retailers at cheap prices has arrived.

The energy transition is our biggest investment opportunity

A reader asked for ideas on investing in the energy transition, which this article argues is the defining investment thematic of our lives. However, it warns to look for companies not only participating but winning.

Three companies with balance sheet strength and opportunities

Following an overseas trip to see facilities and meet management and competitors, a fund manager has strengthened her conviction on three key stocks. Some companies can prosper in an economic slowdown.

Magellan on LIC discounts and fund changes

The majority of Listed Investment Companies trade at a discount to the value of their underlying assets, which may be good for buyers but annoying for sellers. Managers struggle to remove the discount, as explained on ASX:MGF.

Firstlinks Interview Series - bonus eBook

A collection of interviews with financial markets experts on investing, superannuation, retirement and other topical issues, as published by Firstlinks over 2021 and 2022.

The energy crisis is likely to last years

History will show Europe was ill-advised to rely on Russian fossil fuels, and the energy crisis has delivered stark choices on climate change, government finances, inequality, inflation, politics and social cohesion.

Globalisation is morphing into something less promising

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Three main challenges to online ads and ‘surveillance capitalism’

Surveillance capitalism refers to the collection and use of consumer data to further profits. Will a renewed focus on privacy change the online-ad business model, or is it too entrenched?

Three reasons high inflation may trigger a European crisis

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Sponsor White Papers

Global Equities Investor Letter 2024

Despite varying economic cycles, equity markets have achieved impressive gains. This paper provides valuable insights into the drivers of these gains and how they are positioning the portfolios to take advantage of emerging growth patterns and industry trends.

Social and Regulatory Risks of AI

While we have a high conviction in the structural growth tailwinds of AI, as investors, understanding the risks and opportunities associated with this new technology is vitally important.

An introduction to utilities

Regulated utilities are known for their ability to generate predictable returns regardless of market conditions. For this reason, we often describe utility stocks as the ‘lead in the keel’ of our infrastructure portfolios. They allow us to navigate volatile global equity markets with confidence.

Stock story: Mastercard

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Infrastructure assets well placed for an era of inflation

In times of accelerating inflation and turbulent share markets, investors might find that holding global listed infrastructure securities is one way to help protect a portfolio against inflation.

The Year of Living Dangerously

Hamish Douglass, Chairman and CIO at Magellan, explains the intricacies around the vaccines for the virus behind COVID-19, warns a mutant variant could appear and tells why that’s just one risk that could catch out investors in 2021.

Hamish Douglass on the hunt for super-compounding stocks

Hamish discusses Magellan's unusual origin story, China, and how to build a cohesive world-stock portfolio. Check this podcast from Morningstar in the US.

Technology is reshaping modern medicine

Technological leaps in medicine are accelerating as researchers find better ways to treat more diseases, in more ways, for more people but ethical and economic challenges could limit the benefits ‘medtech’ brings to healthcare.

Big Data is fuelling the revolution in AI

An Australian student in January 2018 used the data trails of people exercising in remote areas to deduce the location of ‘clearly identifiable and mappable’ secret US airstrips, bases and outposts in Afghanistan and Syria.

  • 21 March 2018

Driverless vehicles are here

The big technology companies and the largest car companies are investing billions of dollars into driverless car technology, in the hope of profiting from a leap in transportation as significant as the bound from horses to cars a century ago.

  • 16 August 2017

Infrastructure and investing in communication towers

For a growing number of people, relying on a smart device to help guide us through our daily routine is becoming the norm. Whether it’s a smartphone, a tablet or an autonomous vehicle, being connected is essential for the functioning of modern society.

  • 8 February 2017

Infrastructure and investing in airports

“Whether you’re parking your car, walking through the duty free or boarding a plane for your vacation, the airport experience is familiar to many of us.

  • 17 November 2016

Apple Inc – looking beyond the device game

Apple is one of the largest companies in the world, enjoying strong brand recognition globally and extensive market penetration for its flagship products, most notably the iPhone.

  • 21 April 2016

Beware of quantitative tightening

Magellan’s CEO, CIO and Lead Portfolio Manager Hamish Douglass discusses central bank activity, the potential mispricing of bonds, the recent equity market sell-off, the weakness in the global economy and where he’s finding investment opportunities and uncertainty.

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Australia’s shameful super gap

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