Delivers a concentrated portfolio of Airlie’s best ideas, typically 15-35 Australian companies. Seeks to invest in well-run, quality businesses with strong financial positions, where current valuations do not fully capture this quality.
Airlie currently has three Australian equities strategies: the Airlie Australian Share Fund (ASX: AASF) and the Airlie Small Companies Fund, both open to retail investors. The other, the Airlie Concentrated Fund, which is for wholesale use only and is presently closed to new investors.
Delivers a concentrated portfolio of Airlie’s best ideas, typically 15-35 Australian companies. Seeks to invest in well-run, quality businesses with strong financial positions, where current valuations do not fully capture this quality.