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Investment Insights

Video Insights

Airlie Australian Share Fund Quarterly Update

Portfolio Managers Emma Fisher and Joe Wright provide a quarterly update on the Airlie Australian Share Fund. Emma discusses the key performance drivers, including a reversal in the major Australian banks following federal budget impacts on investor lending, strength in diversified miners such as BHP and Rio, and a recovery in USD earners like Aristocrat.

Stock Story

Stock Story: Ridley

Why incremental returns matter: A company with a strong return on capital is one of the clearest signs of a quality business, and finding it is a good place for any investor to start. But it is only half the story.

Podcasts

Investment Markets - Ray David

Darren Connolly from Investment Markets speaks with Ray David, Senior Equities Analyst at Airlie Funds Management, about the Australian equities market.