A generation-long growth opportunity awaits a 199-year-old electric utility. (Reading time: 2 mins)
InvestorDaily podcast host David Stratford, is joined by Elisa Di Marco, MFG Core ESG Fund Portfolio Manager. In this episode, Elisa explains that companies with ESG aren’t just performing lip-service for better publicity, rather, they are genuinely concerned for proper compliance to globally-proven environmental policies. Elisa also discusses the importance of engagement and management, as well as how ESG policies significantly reduce the element of risk when investing in a company of any scale. (Listening time: 26 mins)
Three reasons explain the recovery in traffic. (Reading time: 3 mins)
Providing benchmarks, data and analytics to global financial market participants. (Reading time: 2 mins)
A dominant business with significant growth opportunities. (Reading time: 2 mins)
Productivity in the office and the environment. (Reading time: 3 mins)
A leaner brewer is ready for when the world returns to party mode. (Reading time: 3 mins)
A US communications infrastructure company benefiting from growth in mobile data. (Reading time: 2 mins)
Providing data and analytical solutions for the education and research industries. (Reading time: 2 mins)
Dom Giuliano, Deputy CIO and Head of ESG, explains the growth in sustainable investing, one way to define the issue, how Magellan has helped companies confront recent social choices and why the election of a more-sustainable-friendly US president doesn’t reduce climate risks. (Viewing time: 18 mins)
Is the only way to reliably outperform. (Reading time: 4 mins)
CMS Energy is a high quality regulated utility delivering consistent earnings growth with exposure to the net-zero structural shift. (Reading time: 2 mins)
Vihari Ross, Head of Core Series, Head of Research and Portfolio Manager chats to Chris Judd about the MFG Core International Fund and how she uses an “active stock scoring” system to pick and weight stocks. (Viewing time: 52 mins)
Elisa Di Marco, Portfolio Manger of the MFG Core ESG fund, discusses why we view Starbucks to be a high quality investment at Magellan. We delve into Starbuck’s leading ESG initiatives, economic moat characteristics and growth opportunities. (Viewing time: 16 mins)
The MFG Core Infrastructure Fund is rated as ‘Recommended’ by research house Zenith. Dugald Higgins, Head of Real Assets & Listed Strategies provides a summary on the Fund, the manager and the rating.
The MFG Core Infrastructure Fund has a ‘Recommended’ rating from research house Zenith. Portfolio Manager of the Fund, David Costello, sat down with Zenith’s Dugald Higgins, Head of Real Assets & Listed Strategies for a deep dive into the investment process and what makes this strategy a unique offering for the retail market.
Offering Gucci, Yves Saint Laurent and other luxury brands to the world.
A stranglehold on North American energy infrastructure that girds against any switch from fossil fuels.
By delivering improved water services and a cleaner environment, the UK utility’s investors enjoy outsized returns.
Offering Gucci, Yves Saint Laurent and other luxury brands to the world.
Vihari Ross, Head of the MFG Core Series, provides a look under the bonnet of the newly launched lower-cost global equity fund range, including why and how the Series was developed, as well as the investment process of her fund the Core International Fund. Portfolio Managers, Elisa Di Marco and David Costello provide insights into their respective funds, MFG Core ESG and MFG Core Infrastructure. The session concludes with Q&A. (Viewing time: 90 mins)
Vihari Ross, Head of Core Series, Head of Research and and Chris Demasi from Montaka Global discuss three mega cap stocks; Tesla, Tencent and Microsoft. And provide two stocks that they believe will rain returns for investors over the long term. (Viewing time: 10 mins)
Vihari Ross, Head of Core Series, Head of Research and and Chris Demasi from Montaka Global discuss the the Australian government's legislative attempt to make big tech pay local news publishers for content. How it may impact investors in Facebook and Google, the potential windfall for publishers, as well as whether regulation curbs companies' ability to grow and innovate. (Viewing time: 12 mins)
Vihari Ross, Head of Core Series, Head of Research and and Chris Demasi from Montaka Global Investments discuss global giants Kellogg's, Visa and Spotify and nominate a high-flying stock that they think is over-hyped. (Viewing time: 10 mins)
The Intercontinental Exchange (or ICE) is one of the world’s largest exchange businesses – it owns the NYSE and dominates global energy exchanges. ICE operates in over 70 countries, and has a market capitalisation of U$65 Billion. Its remarkable growth over the last two decades is the result of founder Jeffrey Sprecher’s visionary thinking and unwavering commitment to moving old analogue exchanges into efficient digital platforms, and creating new markets globally. It all started with a single dollar transaction in 1997. (Viewing time: 42 mins)
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)
An investment edge comes from finding quality businesses with strong long-term fundamentals
A Spanish telco gaining from the soaring demand for mobile.
Sustainable energy for key US states and sustainable returns for investors.
Providing high-quality water across eight US states and decent returns for investors.
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.
The utility’s reliable earnings, robust balance sheet and constructive ESG make for resilience.
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.
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.
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.
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.
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.