Insights

MFG Core Series Briefing 25 March 2021

Join our online event on 25th March at 11.30am (Sydney time)

  • 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)

  • ESG
    15 Dec 2020

    Stock story: PepsiCo

    Big brands tackling the big ESG issues

  • 15 Dec 2020

    Why quality matters most for long-term investors

    An investment edge comes from finding quality businesses with strong long-term fundamentals

  • 15 Dec 2020

    Stock story: Cellnex Telecom

    A Spanish telco gaining from the soaring demand for mobile.

  • 15 Dec 2020

    Disruption matters more than ever

    Investors need to anticipate its effects

  • ESG
    15 Dec 2020

    Stock story: Moody's

    Rating debt the world over, for sustainability too.

  • 15 Dec 2020

    Stock story: Kweichow Moutai

    The company sells the expensive hard liquor Chinese adore

  • 15 Dec 2020

    Stock story: Microsoft

    Still dominating software after all these years.

  • 15 Dec 2020

    Stock story: Dominion Energy

    Sustainable energy for key US states and sustainable returns for investors.

  • 15 Dec 2020

    Stock story: Nike

    An iconic brand gaining as more people turn to athletic gear.

  • 15 Dec 2020

    Stock story: Essential Utilities

    Providing high-quality water across eight US states and decent returns for investors.

  • 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.

  • 01 Dec 2020

    Stock story: Eversource Energy

    The utility’s reliable earnings, robust balance sheet and constructive ESG make for resilience.

  • 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.

  • ESG
    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.

  • 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.

  • 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. 

  • 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.