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.
Matt Williams, Portfolio Manager from Airlie Funds Management and Jun Bei Liu from Tribeca Investment Partners, share their thoughts on some Australian big-cap stocks.
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