About Airlie Funds Management
Airlie is a specialist Australian equities fund manager which brings together some of Australia’s most experienced industry participants; John Sevior, Matt Williams, and Emma Fisher.
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 for the first time, through the Airlie Australian Share Fund (ASX: AASF).
About the Airlie Australian Share Fund
The Airlie Australian Share Fund (‘the Fund’) offers investors the opportunity to invest in a specialised and focused Australian equities fund. The Fund has a range of compelling benefits, including:
Airlie’s Best Ideas
Airlie’s investment process and concentrated portfolio rations the energies of the investment team towards finding the best investment opportunities, up and down the market cap spectrum. The fund typically invests in its best 25-35 ideas.
Focus on Undervalued Quality
The Airlie investment process focuses on finding quality businesses run by good management teams with solid balance sheets. It seeks to invest where the quality of these businesses is undervalued.
Regular income with franking benefits
Typically, the stocks in the fund provide a healthy level of dividend income that is distributed to unitholders twice yearly.
Magellan Partnership
The partnership between Airlie and Magellan Asset Management provides retail investors with access to Airlie’s unrivalled investment expertise for the first time, through the Airlie Australian Share Fund.
Ask Emma and Matt
Got an investment-related question on Aussie equities? Ask the co-portfolio managers of the Airlie Australian Share Fund, Matt Williams and Emma Fisher.
Investment Insights
Airlie Australian Share Fund – Annual market and fund update (July 2021)
It has undoubtedly been a strong year on local markets. The Airlie Australian Share Fund has equally had a solid year and consistently outperformed in both ‘value’ and ‘growth’ markets. Portfolio Manager, Emma Fisher, reviews the last 12 months, what surprised her and where she’s seeing opportunities going forward.
10 mins
Quiz - 0.25 CPD hours available