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27 Jan 2021
Vihari Ross picks global disruptor for 2021
Vihari Ross, Head of Core Series, Head of Research and Portfolio Manager believes 2021 is a stock-picker’s market, with some companies having already reached their all time high and others offering considerable value for those willing to put in the work. (Viewing time: 11 mins)
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15 Dec 2020
Why quality matters most for long-term investors
An investment edge comes from finding quality businesses with strong long-term fundamentals
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15 Dec 2020
Stock story: Cellnex Telecom
A Spanish telco gaining from the soaring demand for mobile.
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15 Dec 2020
Stock story: Dominion Energy
Sustainable energy for key US states and sustainable returns for investors.
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15 Dec 2020
Stock story: Essential Utilities
Providing high-quality water across eight US states and decent returns for investors.
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15 Dec 2020
Meet the Manager - MFG Core Series International
Vihari Ross, Head of Core Series, Head of Research and Portfolio Manager discusses the the MFG Core International Fund. The Fund is a diversified global equities portfolio of 70-90 of the world’s best companies - those that have sustainable competitive advantages enabling them to continually earn returns on capital in excess of their cost of capital.
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01 Dec 2020
Stock story: Eversource Energy
The utility’s reliable earnings, robust balance sheet and constructive ESG make for resilience.
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15 Dec 2020
Meet the Manager - MFG Core Series Infrastructure
David Costello, Portfolio Manger discusses the MFG Core Infrastructure Fund . The Fund is an actively constructed, systematically managed and continuously monitored portfolio of 70-100 resilient global listed infrastructure businesses, ones that meet Magellan’s exacting standards and strict, propriety definition of listed infrastructure.
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15 Dec 2020
Meet the Manager - MFG Core Series ESG
Elisa Di Marco, Portfolio Manager discusses the MFG Core ESG Fund. The Fund is a diversified global equities portfolio of 70-90 of the world’s best companies – those with sustainable competitive advantages and business models that meet our nuanced and proven ESG risk assessment process.
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15 Dec 2020
MFG Core Series - An Introduction
Vihari Ross, Head of MFG Core Series, Head of Research and Portfolio Manager introduces us to the newly launched MFG Core Series. A new range of lower cost global equity funds that are actively constructed, systematically managed, continuously monitored.
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27 Oct 2020
PODCAST: Reshaping RB: transformative strategies for a new world
Magellan's Chairman and CIO, Hamish Douglass, talks to Laxman Narasimhan, CEO of global consumer goods company, Reckitt Benckiser. Laxman explains why business leaders are entering a ‘new world’ that will challenge them to make a difference at a level not fully thought through yet.
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29 Sep 2020
PODCAST: People over profits
Magellan’s Chairman and CIO Hamish Douglass, talks to Kevin Johnson, President and CEO of Starbucks. We find out how Starbucks’ 4,000+ stores in China are faring with ongoing US / China tensions, how the brand managed the well-documented racial discrimination incident in one of its US stores, and why putting people before profits is the driving force behind the business’s resilience.
