Airlie was founded by John Sevior and David Cooper in 2012, with Matt Williams and Emma Fisher joining in 2016.
Airlie manages over $5bn*, primarily for institutional clients. The Airlie Australian Share Fund managed by Emma Fisher and Matt Williams was launched in June 2018 for retail investors. In March 2023 Airlie launched the Airlie Small Companies Fund which is managed by Will Granger.
*As at 31 May 2024
The Airlie investment process aims to construct a concentrated portfolio of its 25-35 best ideas. The financial strength of a company is the first consideration in any investment: only companies with strong balance sheets are considered investible.
The research effort is then focused on finding quality businesses run by good management teams. At Airlie, we believe the returns of a business ultimately drive the valuation, and look for situations where the quality of a business is underappreciated.
Put simply: experience. Our experience investing over many decades drives our conviction that owning well-run, quality companies with strong financial positions is the path to long-term wealth creation in investing in Australian equities.
"I think one thing that I foster here at Airlie in the culture is that we have to make sure that we stay true to the process and be disciplined about the way we invest."
Matt Williams - Head of Australian Equities
Airlie is a specialist Australian equities fund manager which brings together some of Australia’s most experienced industry participants.
Airlie is committed to responsible investment. Consideration of ESG issues is a component which is implicit to Airlie’s investment philosophy and selection process, in that Airlie’s aim is to incorporate material ESG issues in the same balanced way it does other key risks which impact investment performance.
Airlie’s Responsible Investment Principles outlines and summarises Airlie’s approach to responsible investment, ESG integration, engagement and proxy voting.
Airlie’s Stewardship Strategy – Climate outlines the stewardship (engagement and voting) framework for Airlie Funds Management, relating to climate risks and opportunities.