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Magellan

Magellan Financial Group is an Australia-based specialist funds management group.

Magellan is establishing itself as an independent specialist funds management group and aims to develop into a world-class funds management firm. Its primary operating business, Magellan Asset Management Limited, has established globally-focused investment funds that are run on behalf of institutional investors, high-net-worth families, and Australia- and New Zealand-based retail investors. Magellan Asset Management Limited currently offers investment expertise in global equities and in global infrastructure. It may, in the future, offer further complementary services.

Magellan believes that a compelling case exists for investors to diversify part of their wealth into high-quality global investment opportunities.

Magellan’s investment philosophy is straightforward. Each of the company’s funds will seek to invest in a portfolio of outstanding global companies (those with highly-attractive business characteristics), ideally at a discount to their intrinsic values, as assessed by Magellan’s investment team. We will not engage in speculative activity.

To avoid conflicts of interest, the only form of remuneration Magellan receives from its funds will be investment management performance fees. Magellan will not charge any arranging, transaction, mergers and acquisitions, advisory or similar fees to any of its funds. We aim to be transparent in our dealings in order that investors can be assured of our integrity.

See www.magellangroup.com.au

 

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Central bank independence was an appropriate solution when inflation was a threat. In today’s low-inflation, low-growth and high-debt world, even central banks doubt their level of influence.  

Magellan’s Vihari Ross on the players in the team

The companies that earn a place in an investment portfolio are like the players in a sporting team. They must perform strongly and complement each other, and not keep someone out who is better.

13 of the best: reflections from an investor

Exclusive: Hamish Douglass’s 13 lessons from years of investing include how to find the right investments, how to let investments work for you, risk management and the best temperament.

A fireside chat with Hamish Douglass

At the 2019 Morningstar Investment Conference, Tim Murphy sat down with Hamish Douglass to discuss how Magellan was transformed from a new business during the GFC to managing $83 billion now.

AI is running ahead of its ethical issues

Artificial Intelligence is developing faster than the ethical issues is raises, as most people seem unconcerned about the impact of data trails and decision-making by algorithms. The response in time is likely to be more regulation.

Two value opportunities in domestic cyclicals

Despite some challenges, not all companies that are consumer-focussed face difficult times. Some are well-positioned, and the market has sold them off to relatively low valuation multiples.

5G mobile promises to connect and speed up everything

5G technology has amazing potential to step-change our lives with lower costs and higher speeds, but security and political concerns could delay, distort and add costs to its deployment.

Fintechs could challenge savings banks

Fintechs want to inject themselves between banks and their customers in the most profitable areas. Most will fail but others will chip away and the banks must respond, while the regulators keep a close watch.

Trump’s fiscal stimulus threatens stocks

Stocks are vulnerable if interest rates rise much faster than expected on inflation concerns. What is the probability of this heightened risk and what are the consequences for portfolios?

Blockchain revolutionises the cyberworld

If you're still getting your head around blockchain, read this quick summary on the potential of distributed ledgers. The technology is not without problems but cannot be ignored.

Three market scenarios, including a 30% fall

Market risks are skewed to the downside for the next 12 to 18 months, and if the Federal Reserve is forced to counter inflation, a 30% broad-based correction in equity markets is a possibility.

The Chinese consumer and rising political risks

Consumers are now having a bigger impact on China’s economic growth to the benefit of multinationals, but foreign companies can face boycotts when pursuing Chinese consumers.

Robots and AI will automate workplaces at a frenzied pace

The political ramifications of classifying robots as 'electronic persons' and the loss of jobs might nullify automation’s economic benefits for society.

US fiscal stimulus may prove reckless

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Sponsor White Papers

Big Data is fuelling the revolution in AI

An Australian student in January 2018 used the data trails of people exercising in remote areas to deduce the location of ‘clearly identifiable and mappable’ secret US airstrips, bases and outposts in Afghanistan and Syria.

  • 21 March 2018

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.

  • 16 August 2017

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.

  • 8 February 2017

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.

  • 17 November 2016

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.

  • 21 April 2016

Beware of quantitative tightening

Magellan’s CEO, CIO and Lead Portfolio Manager Hamish Douglass discusses central bank activity, the potential mispricing of bonds, the recent equity market sell-off, the weakness in the global economy and where he’s finding investment opportunities and uncertainty.

  • 28 January 2016

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