MAGELLAN - In The Know
 

MAGELLAN - In The Know

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’Magellan - In The Know’, is our monthly investment podcast, dropping on the last Tuesday of every month. Since inception in August 2020, we’ve been bringing you timely, thought-provoking insights to help you navigate today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks in global markets. Join Magellan as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macroeconomic trends, geopolitical issues, global markets, and more. Magellan - Experts in global investing. For more information visit: www.magellangroup.com.au and sign up to our regular investment insights programme.

Episodes

In Conversation with John Sevior, a veteran Australian equities investor, on his long-term approach to markets over the last 30+ years.

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.

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