Chris Wheldon, Portfolio Manager, provides an update on Magellan’s High Conviction Strategy, discusses the recent news involving Facebook and outlines why he still likes the outlook for Alibaba.
The Magellan High Conviction Fund invests in a concentrated portfolio (8-12 securities) of high-quality companies and seeks to achieve attractive risk-adjusted returns over the medium to long-term. It also comes in a listed version with the ASX ticker MHHT.
