Portfolio Managers John Sevior and Matt Williams have worked together in funds management for more than 30 years. In this session, they discuss what it's like to invest in the current market and how it compares with past ‘extreme market conditions’. In addition, they assess which ASX companies could perform in these conditions.
Viewing time 13 mins
Matt Williams and John Sevior
Kees Weel — PWR CEO
In this interview, Portfolio Manager Emma Fisher joins Kees Weel, founder and CEO of PWR. PWR is a leading manufacturer of cooling systems, supplying Formula One and other motorsports, as well as aerospace and defence industries. Kees shares his views on how a strong culture drives success, how PWR’s roots in motorsports have opened the door to other opportunities and how the company is positioned for growth in the coming years.
Viewing time 14 mins
Join Vinay as he discusses what makes Mineral Resources a unique business and how it’s positioned for future growth.
Viewing time 5 mins
Hear from Joe as he provides a backdrop on Seven Group; a diversified investment business operating mining and industrials companies including WesTrac, Coates and Boral.
Viewing time 7 mins
Will shares his views on what makes Tabcorp an attractive investment and how the business is positioned in the face of inflation.
Viewing time 6 mins
As Airlie Funds Management passes its 10 year milestone, founder John Sevior reflects on his long career in investing and managing money. John recently caught up with Bryce and Alec from popular podcast Equity Mates to unpack Airlie’s investment process and share his blueprint for investment success.
The Annual Fund Review for the Airlie Australian Share Fund, along with the quarterly fund factsheet and Top 10 stocks in focus flyer to 30 June 2022 can be accessed by clicking the preview image.
Melbourne 6 th | Adelaide 7 th | Perth 8 th | Auckland 13 th | Gold Coast 14 th | Brisbane 14 th | Sydney 15 th
Airlie’s experienced investment team will be touring Australia and New Zealand in September to share their insights on the Australian market, and explain which stocks they think are best placed to outperform in an inflationary environment where the economic outlook is so uncertain.
Register your interest by clicking on the green button and provide your details. You will receive a formal invite in early August through which you can register to attend one of the events.
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