Magellan (ASX: MFG)

Latest

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  Buy or Sell: 10 stocks with Adam Keily & Andrew Brown

  To round out the season, Adam is joined by Andrew Brown from East 72. Together they chat about the stocks he's wanting to top up on, or wanting to sell out of.

  5 December

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  General

  Learn what makes a high conviction investment and how Magellan managers avoid short-term noise | Magellan

  In this conversation, they discuss Magellan’s approach to high conviction investing, how they select top stocks for the HM1 portfolio, and how they avoid short-term noise that can cloud their judgment.

  14 November

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  The celebrations continue... We review another 10 Order Pad picks 🎂 Pt II

  On the list: Ulta Beauty (NASDAQ:ULTA), Onon Holdings (NYSE:ONON), Magellan Financial Group (ASX:MFG), Pinnacle Investment Management Group Ltd (ASX:PNI), Walt Disney Co (NYSE:DIS), Vimy Resources Ltd (now Deep Yellow Ltd ASX:DYL), Elders Ltd (ASX:ELD), Independence Group (ASX:IGO), Playside Studios Ltd (ASX:PLY) and Microsoft Corporation (NASDAQ:MSFT).

  9 September

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  Understanding Interest Rates and Their Impact on Your Finances

  We're excited to be trialing a new format in this week's episode. Bryce & Alec take some current news stories and bring it back to basics so you can understand the impact and what it means to us as investors. From the latest update around Magellan and their options plan, to Mike Cannon-Brookes and the latest update around AGL.

  17 May

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  Expert: John Sevior - Airlie Funds Management

  John Sevior founded Airlie Funds Management in 2012 after 17 years at Perpetual Investments, where he was Head of Equities. He has over 25 years of experience, managing funds of individuals, super funds, public institutions, and charitable organisations. Today Bryce and Alec sit down with John to unpack how everything unfolds at Airlie Funds Management, the investment process, his thoughts on current market conditions, and they close out with some company-specifics that will help you do your own stock-pick research.

  28 April

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  Our Order Pad | Magellan Financial Group (MFG:ASX) & Pinnacle Investment Management (PNI:ASX)

  Felicity and Candice open up their Order Pads, and share with us through the stocks they are buying and selling this month. Candice starts with the first ever sell recommendation for TMTM's Order Pad - she looks at Magellan Financial Group and talks about the much-discussed circumstances around this Sydney-based fund manager. Then Felicity brings a very un-Felicity-like stock - a diversified financial manager with a market cap of $2 billion, that provides a dividend yield of 3.5%.

  25 February

• Watchlist Wednesday | Magellan Financial Group, Pexa & Endeavour Group | w/ Ben Clark

  Episode #114 of Equity Mates on AusBiz TV.

  23 Sep, 2021

• Watchlist Wednesday | Berkshire Hathaway, Alphabet Inc & Magellan Financial Group | w/ Rob Shears

  Episode #99 of Equity Mates on AusBiz TV

  15 Aug, 2021

• From the Experts: Emma Kirk on Global Investing | Magellan Financial Group

  26 July

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  Expert Investor: David Costello - Can Infrastructure Investing be Sustainable? | Magellan Financial Group

  David is the portfolio manager of MFG Core Infrastructure Fund (a product that’s been running for institutional investors for 11 years but was only made available to retail investors in December). David joined Magellan in 2015. Prior to working with Magellan, David led EY’s financial modelling practice in Brisbane. Prior to his role with EY, David worked with National Australia Bank and SFG Consulting. David holds a Bachelor of Laws (Honours) and a Bachelor of Commerce (Honours), both from the University of Queensland. David is a CFA Charterholder.

  7 July

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  EM Chat: Industry Deep Dive - Infrastructure

  It’s an Industry Deep Dive episode! And it begins with a bit of a debate between Bryce and Ren about the very definition of today’s chat – Infrastructure – and just what qualifies

  14 March

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  Expert Investor: Hamish Douglass - Magellan Financial Group

  In this episode, Alec and Bryce are joined by Hamish Douglass – the Chairman, CIO and Lead Portfolio Manager at Magellan Financial Group

  24 February

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  EM Portfolio: First Investment Committee Meeting

  It's time for the first investment committee meeting for the Equity Mates Hypothetical Portfolio. As we continue this learning experience of building out a hypothetical portfolio, we hear the first stock pitch.

  24 August

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  EM Chat: ASX Reporting Season - Winners & Losers

  Reporting season is one of the most important times of the year for the stock market. All listed companies are required to update the market on how they've been going, and in August every year the majority of Australian companies report their full year results.

  20 August