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