This year in the Airlie investor letter the team share insights on the complexity of investing and why it is important to separate the business from the share price. Emma talks stocks with two of the senior analysts and deep dives into how they performed through the year and we introduce you to the newly launched Airlie Small Companies Fund and Portfolio Manager, Will Granger.
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The Airlie Small Companies Fund ('Fund') provides an opportunity to access a highly experienced investment team with a proven track record of prudent, common-sense investing. Will Granger, Portfolio Manager, explains the thought process behind starting the fund and his investment philosophy.
"We really want to stick with what we can understand,
because what we can understand we can value."
Will Granger, Portfolio Manager