Airlie’s year in review 2023
The team share insights on the complexity of investing and why it is important to separate the business from the share price.
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Airlie FM April 2023 Quarterly Update
Airlie FM’s Emma Fisher provides her views on the current market environment and discusses her recent trip to Europe where she visited the HQs of key holdings CSL and QBE Insurance.
Read MoreAirlie Puts QBE under the Microscope
With quality management and a strong cycle leading a business turnaround, Joe Wright from Airlie FM explains why he believes insurance major QBE still looks attractive.
Read MoreCycle Is Not a Dirty Word
Emma Fisher, PM of the Airlie Australian Share Fund, explains why her firm sees diversified industrial CSR, a recent addition to their portfolio, as a good cyclical play right now.
Read MoreAirlie FM Quarterly Update
PM Emma Fisher reflects on the volatility of the past year and discusses Airlie’s investment thesis behind building products company CSR, recently added to the portfolio.
Read MoreThe Dominant Narrative of 2022 for Stocks
As markets around the world continue to be buffeted by multiple factors, Airlie’s Matt Williams argues that this volatility may itself be the dominant narrative for equities over 2022.
Read MoreAirlie FM: Australian equities at the crossroads?
Lower rates, RBA support and benign inflation are all reversing course, resulting in increasingly volatile markets. Airlie FM’s Matt Williams explores what this means for Australian equities.
Read MoreSeven Group: Hiding in plain sight?
Value trades often emerge when a great business sits within a mediocre sector, or when the market assigns an arbitrary discount to a type of business. For Airlie, Seven Group Holdings falls into both categories.
Read MoreA (Mostly) Good News Story
As we reflect on the end of another twelve months that leaves us wanting to see the word “unprecedented” banned from the dictionary, we allow ourselves to feel cautiously optimistic.
Read MoreAirlie Australian Share Fund Annual Fund Update
Airlie’s Emma Fisher reflects on the past 12 months in the Australian equity market, discusses the fund’s strong performance, positioning for inflationary risks and current holdings.
Read MoreCharter Hall: An Underappreciated REIT
Airlie’s Will Granger looks at one of the ASX’s top performers over the past decade, Charter Hall, which has delivered a total shareholder return of 19% per annum since listing in 2005.
Read MoreWhere Are Australian Stocks Headed?
Matt Williams, Portfolio Manager of the Airlie Australian Share Fund, discusses the outlook for the Australian share market and examines which companies are set to benefit most from the federal government’s budget stimulus.
Read MoreBHP – A World-Class Company Going Cheaply
BHP’s share price has lagged its peers; however, Airlie Funds Management thinks the miner’s balance sheet, commodity exposures and reinvestment options make it a compelling investment proposition judged on the way COVID-19 has barely impeded the company.
Read MoreColes More Than A Short-Term Play On Stockpiling: Airlie
Current sales spikes aside, Airlie Funds Management believes the prospects for Coles are attractive as it continues the operational turnaround that began under Wesfarmers, and the industry emerges from a difficult decade characterised by new entrants, strong competition and price discounting.
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