‘In The Know’ is a new monthly investment podcast brought to you by Magellan Asset Management, one of Australia’s leading global equities investors. We seek to bring you timely, unique and thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets. Join Magellan, as they connect with a myriad of experts in their field, including CEOs of stocks we hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business. ‘In The Know’ - a monthly podcast from Magellan is worth investing your time in! Magellan - Experts in global investing. For more information visit: www.magellangroup.com.au and sign up to our regular investment insights programme.
Episodes
Tuesday Apr 26, 2022
Tuesday Apr 26, 2022
Identifying underappreciated quality businesses, as well as keeping an eagle eye out for diamonds in the rough, underlines the approach of one of the industry’s leading Australian Equities players: Airlie Funds Management, a business that Magellan purchased in 2018. John Sevior has a long track record of managing funds on behalf of individuals, superannuation funds, public institutions and charities. In this episode, John is interviewed by Bryce Leske and Alec Renehan from the Equity Mates podcast (one of Australia's leading financial media brands popular with younger investors) about his overall approach to investment, current market conditions, and some of his favourite examples of underappreciated, high-quality companies.