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.
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.
Got an investment-related question on Aussie equities? Ask one of the Airlie portfolio managers, Matt Williams, Emma Fisher or Will Granger.
Deputy Portfolio Managers Joe Wright and Vinay Ranjan provide an update on the recent quarter, highlighting how the Airlie Australian Share Fund was positioned amid one of the most volatile reporting seasons in years.
Portfolio Manager Will Granger discusses the recent quarter for the Airlie Small Companies Fund. Will explains the fund’s disciplined focus on high-quality, financially strong businesses outside of the mining sector, and highlights a strong reporting season across core holdings.
Airlie's Senior Equities Analyst, Jack McNally discusses how rising construction costs are reshaping Australia’s property market and revealing new opportunities in listed REITs. (Viewing time: 11 mins)