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14 Apr 2022
Stock story: Consolidated Edison
A generation-long growth opportunity awaits a 199-year-old electric utility. (Reading time: 2 mins)
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06 Apr 2022
InvestorDaily ESG Podcast: Big companies do care about the environment
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)
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12 Jan 2022
A sharp recovery in traffic after lockdowns proves that toll roads remain essential assets
Three reasons explain the recovery in traffic. (Reading time: 3 mins)
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12 Jan 2022
Stock story: Morgan Stanley Capital International (MSCI)
Providing benchmarks, data and analytics to global financial market participants. (Reading time: 2 mins)
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12 Jan 2022
Stock story: Alphabet
A dominant business with significant growth opportunities. (Reading time: 2 mins)
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14 Oct 2021
Stock story: Microsoft
Productivity in the office and the environment. (Reading time: 3 mins)
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14 Oct 2021
Stock story: Heineken
A leaner brewer is ready for when the world returns to party mode. (Reading time: 3 mins)
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14 Oct 2021
Stock story: SBA Communications
A US communications infrastructure company benefiting from growth in mobile data. (Reading time: 2 mins)
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14 Oct 2021
Stock story: RELX Group
Providing data and analytical solutions for the education and research industries. (Reading time: 2 mins)
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31 Jul 2021
Perspectives on the biggest themes in ESG and Sustainable investing
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)
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28 Jul 2021
Picking the winners from 'creative destruction'
Is the only way to reliably outperform. (Reading time: 4 mins)
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22 Jul 2021
Stock story: CMS Energy
CMS Energy is a high quality regulated utility delivering consistent earnings growth with exposure to the net-zero structural shift. (Reading time: 2 mins)
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21 Jun 2021
Masters of the Market | Vihari Ross
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)
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24 May 2021
Starbucks – high quality and an ESG leader
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)
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21 Apr 2021
MFG Core Infrastructure Fund - Zenith Rating Review
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.
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21 Apr 2021
Zenith interview with Portfolio Manager David Costello
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.
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01 Apr 2021
Stock story: Kering
Offering Gucci, Yves Saint Laurent and other luxury brands to the world.
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01 Apr 2021
Stock story: Enbridge
A stranglehold on North American energy infrastructure that girds against any switch from fossil fuels.
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01 Apr 2021
Stock story: Severn Trent
By delivering improved water services and a cleaner environment, the UK utility’s investors enjoy outsized returns.
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01 Apr 2021
Stock story: Kering
Offering Gucci, Yves Saint Laurent and other luxury brands to the world.
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26 Mar 2021
MFG Core Series Launch - Live Broadcast
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)
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26 Feb 2021
Buy Hold Sell: 3 tech titans and 2 long-term winners
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)
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26 Feb 2021
Why these fundies are still bullish on tech platforms
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)
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26 Feb 2021
Buy Hold Sell: 3 global giants and 2 due for a pullback
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)
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25 Feb 2021
Bought for a dollar - How ICE, the owner of the New York Stock Exchange, became a $65 billion exchange business
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)
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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.
