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5 November 2026

Home / Sponsors / Barrenjoey Investment Management

Barrenjoey Investment Management

Barrenjoey Investment Management is a dedicated investment manager with nearly 20 years of expertise, focused on understanding client needs and delivering specialist investment solutions. We bring to market active investment solutions managed by Airlie Funds Management (Australian equities), Barrenjoey Private Capital, Magellan Global Listed Infrastructure, Magellan Global Opportunities and Vinva Investment Management (global and Australian equities).

Barrenjoey Investment Management is headquartered in Australia and is a wholly owned operating subsidiary of the ASX listed Barrenjoey Group Limited (Barrenjoey). Barrenjoey provides capabilities across Financial Markets, Corporate Finance and Investment Management.

To find out more visit www.barrenjoeyinvestmentmanagement.com

In early 2018 Magellan purchased Airlie Funds Management (Airlie). Airlie is a specialist Australian equities fund manager that was founded in 2012 and manages Australian equities for institutional and retail clients. Airlie has an active investment style that aims to deliver attractive long-term capital growth and regular income to its investors. Airlie provides retail investors exclusive access to Airlie's investment expertise through the Airlie Australian Share Fund (ASX:AASF) and the Airlie Small Companies Fund.

To find out more visit www.airliefundsmanagement.com.au.

Podcast

'In The Know', by Barrenjoey Investment Management is a monthly investment podcast, dropping on the last Tuesday of every month. Join us as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macroeconomic trends, geopolitical issues, global markets, and more. Listen via: Podbean, Apple, or Spotify.

 

Latest sponsor articles

Investment insights from the US

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The outbreak of conflict in the Middle East in February 2026 marks an historic shock for oil and gas markets, with major implications for inflation, interest rates and ultimately for listed infrastructure companies.

What investors should expect when investing in infrastructure: yield

The case for listed infrastructure is built on stable earnings and cash flows, which have sustained 4% dividend yields across cycles and supported consistent, inflation-linked long-term returns.

Digging for value among ASX miners

ASX miners are back in favour after playing second fiddle to banks for years. Is it too late to get in? Here are some thoughts on the large caps such as BHP and Rio, and the hot gold mining sector.

What is the future of search in the age of AI?

Search is changing fast. AI tools like ChatGPT and Google’s Gemini are reshaping how we find information, opening new opportunities for innovation, user engagement, and future revenue growth.

Buying Guzman y Gomez, and not just for the burritos

Adding high-quality compounders at attractive valuations is difficult in an efficient market. However, during the volatile FY25 reporting season, an opportunity arose to increase a position in Mexican fast-food chain GYG.

Renewable energy investment: gloom or boom?

ESG investing has fallen out of favour with many investors, and Trump's anti-green policies haven't helped. Yet, renewables investment is still surging, which could prove a boon for infrastructure companies.

Will stablecoins change the way we pay for things?

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The future of travel

Travel is about to be transformed by a new technological force: AI-powered travel agents. They will independently navigate websites, make decisions, and adjust your travel itinerary – just like a personal assistant.

Is it time to buy the Big Four banks?

The stellar run of the major ASX banks last year left many investors scratching their heads. After a recent share price pullback, has value emerged in these banks, or is it best to steer clear of them?

How Netflix is staying ahead of the competition

The TV streaming business has become increasingly competitive, yet Netflix has managed to grow market share and become the dominant player. Here's how it's done that, and the opportunities it has moving forwards.

Is Medibank Private a bargain?

Regulatory tensions have weighed on Medibank's share price though it's unlikely that the government will step in and prop up private hospitals. This creates an opportunity to invest in Australia’s largest health insurer.

Cyclical stocks will drive markets higher in 2025

Magellan's Head of Global Equities, Arvid Streimann, thinks that although stock price momentum will slow next year, cyclical companies will lead the pack. He outlines the risks to his forecast and the stocks he likes best.

Why megatrends can deliver big upside (and downside)

The magnitude and duration of society's most important trends are often underestimated. While these trends are usually touted as a tailwind, one in particular could have dark consequences for many assets.

Short-term panics create opportunity in real assets

Listed infrastructure companies often have fabulous assets, with monopoly positions and extremely reliable cash flows. But how do you identify the very best companies, and how do you pick them up at a reasonable price?

Bull and bear case for Australian equities for FY25

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Beware the risks from AI

From virtual assistants and transportation to eCommerce and even healthcare, AI is continuing to expand its application. As investors, understanding the risks and opportunities associated with this new technology is vitally important.

Sponsor White Papers

Powering through uncertainty: The long-term strength of infrastructure in a portfolio

Instead of responding impulsively to short-term market risks, investors should take a step back and explore opportunities to strengthen overall portfolio diversification and shore up the resilience of investment cash flows.

The Future of Transport: Innovations transforming how we move

Transportation is undergoing a transformation unlike anything we’ve seen in the past century. Technologies ranging from electric vehicles and self-driving cars to drones and hyperloop systems are redefining how people and goods move.

Global Equities Investor Letter 2024

Despite varying economic cycles, equity markets have achieved impressive gains. This paper provides valuable insights into the drivers of these gains and how they are positioning the portfolios to take advantage of emerging growth patterns and industry trends.

Social and Regulatory Risks of AI

While we have a high conviction in the structural growth tailwinds of AI, as investors, understanding the risks and opportunities associated with this new technology is vitally important.

An introduction to utilities

Regulated utilities are known for their ability to generate predictable returns regardless of market conditions. For this reason, we often describe utility stocks as the ‘lead in the keel’ of our infrastructure portfolios. They allow us to navigate volatile global equity markets with confidence.

Stock story: Mastercard

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Infrastructure assets well placed for an era of inflation

In times of accelerating inflation and turbulent share markets, investors might find that holding global listed infrastructure securities is one way to help protect a portfolio against inflation.

The Year of Living Dangerously

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Hamish Douglass on the hunt for super-compounding stocks

Hamish discusses Magellan's unusual origin story, China, and how to build a cohesive world-stock portfolio. Check this podcast from Morningstar in the US.

Technology is reshaping modern medicine

Technological leaps in medicine are accelerating as researchers find better ways to treat more diseases, in more ways, for more people but ethical and economic challenges could limit the benefits ‘medtech’ brings to healthcare.

Big Data is fuelling the revolution in AI

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Driverless vehicles are here

The big technology companies and the largest car companies are investing billions of dollars into driverless car technology, in the hope of profiting from a leap in transportation as significant as the bound from horses to cars a century ago.

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Infrastructure and investing in communication towers

For a growing number of people, relying on a smart device to help guide us through our daily routine is becoming the norm. Whether it’s a smartphone, a tablet or an autonomous vehicle, being connected is essential for the functioning of modern society.

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Infrastructure and investing in airports

“Whether you’re parking your car, walking through the duty free or boarding a plane for your vacation, the airport experience is familiar to many of us.

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Apple Inc – looking beyond the device game

Apple is one of the largest companies in the world, enjoying strong brand recognition globally and extensive market penetration for its flagship products, most notably the iPhone.

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Higher yields are creating opportunities in global bonds

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Housing tax reforms have sparked warnings of market turmoil and promises of greater fairness. But after modelling nearly two decades of property data, the results suggest winners and losers may not be who many investors expect.

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