powered by
Matt shares his insights from over thirty years in investment management and discusses what he believes is one of the most important lessons he has learnt in investing - Management Matters!
Emma provides an in-depth look at the Airlie investment process and explains how the team constructs their portfolio and selects the stocks that make it into the Airlie Australian Share Fund. Stepping through the key steps of the Airlie process with company in the portfolio Mineral Resources, ResMed and Medibank, Emma illustrates Airlie’s disciplined approach to investing.
Will explains the team’s approach to the small cap market and their method for identifying quality investment opportunities amidst the junk of the index. He discusses two stocks in the fund, Gentrack and Nick Scali, and how they align with the Airlie investment process and maintain their positions in the fund.