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.
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 15-35 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 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 National Briefings - Think like a business owner
Emma Fisher, Portfolio Manager and Joe Wright, Senior Investment Analyst explain why investors should think like a business owner, look through the negative headlines and take a look at a companies in the portfolio with a favourable growth prospects.
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Quiz - 1.50 CPD hours available
Airlie Quarterly Update
Emma Fisher, Portfolio Manager, chats to Airlie's Analysts Joe Wright and Jack McNally about their recent US trip and findings from their discussions with companies, Aristocrat, QBE and SANTOS which are holdings in the Airlie Australian Share Fund.
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Quiz - 0.25 CPD hours available