Delivers a concentrated portfolio of Airlie’s best ideas, typically 25-35 Australian companies. Seeks to invest in well-run, quality businesses with strong financial positions, where current valuations do not fully capture this quality.
The Airlie Concentrated Share Fund is for wholesale investors only.
The team will outline what makes this Fund stand out in a crowd, how they assess today’s Australian investment landscape and their process for selecting the ~25 stocks in their ‘best ideas’ portfolio.
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