About Airlie Funds Management
Airlie is a specialist Australian equities fund manager which brings together some of Australia’s most experienced industry participants.
Airlie has an active investment style that aims to deliver attractive long-term capital growth and regular income to its investors. Founded in 2012 by industry veteran John Sevior and headquartered in Sydney, Airlie manages Australian equities for institutional and retail clients. Magellan Asset Management ('Magellan') purchased Airlie in early 2018, providing retail investors exclusive access to Airlie's investment expertise through the Airlie Australian Share Fund (ASX: AASF) and more recently in March 2023, Airlie launched the Airlie Small Companies Fund.
Our Funds
Airlie provides an opportunity to access an experienced investment team with a proven track record of prudent, common-sense investing. Airlie undertakes research in conjunction with applying their long-term knowledge and relationships with Australian companies to identify attractive investment opportunities. Airlie’s funds are actively managed, concentrated funds that seek to invest in quality Australian listed companies.
Ask a portfolio manager
Got an investment-related question on Aussie equities? Ask one of the Airlie portfolio managers, Matt Williams, Emma Fisher or Will Granger.
Investment Insights
Airlie Small Companies Quarterly Update
The December quarter was an eventful period for Australian small caps, marked by shifting market conditions and evolving opportunities. In this quarterly update, Portfolio Manager Will Granger discusses how the small-cap landscape developed over the quarter and how the portfolio was actively positioned as conditions changed. He also outlines the investment thesis behind key holdings, including Joyce Corporation and PWR Holdings and explains what underpins conviction in these businesses as they have become more prominent positions within the Fund.
Airlie Australian Share Fund Quarterly Update
Recent market volatility and sector rotation have created both challenges and opportunities for Australian equities. Deputy Head of Australian Equities Emma Fisher discusses how the Airlie Australian Share Fund has been positioned amid weakness in technology stocks, strength across the resources sector and corporate activity within the portfolio. Emma reflects on the continued strong performance of Aspen Group, and talk about their views on CSL, as well as outlining how the portfolio is positioned as the year progresses.
The Airlie Difference
Airlie's Deputy Portfolio Manager, Joe Wright, discusses two important messages for investors to remember during these volatile markets: be disciplined with your investment process and invest in companies with operational excellence. Joe also looks at portfolio holdings, News Corp. and James Hardie. (Viewing time: 22 mins)