Year InReview 2023

Welcome to Airlie’s Year InReview 2023.

This year in the Airlie investor letter the team share insights on the complexity of investing and why it is important to separate the business from the share price. Emma talks stocks with two of the senior analysts and deep dives into how they performed through the year and we introduce you to the newly launched Airlie Small Companies Fund and Portfolio Manager, Will Granger.

Airlie Australian Share Fund

 

Airlie Australian Share Fund Portfolio Manager, Emma Fisher, engages in a conversation with Airlie's senior analysts, Vinay Ranjan and Joe Wright. Emma discusses the performance of the Australian market during the past 12 months and asks Joe and Vinay to share insights on how some of their stocks have performed during the year within the Fund. This includes Mineral Resources, QBE Insurance and James Hardie. 

"I think if you'd told me in June last year that the cash rate was going to go from 0.85% to 4.1% a year later, I probably wouldn't have guessed that the ASX 200 was going to return just under 15% for the year...." 

- Emma Fisher, Portfolio Manager

Investor Letter and Fund Update


The Airlie Australian Share Fund annual investor letter and fund update provide portfolio insights over the last 12 months, portfolio performance and positioning.

Access via the button below.

Airlie Australian Share Fund        

Airlie Small Companies Fund

The Airlie Small Companies Fund ('Fund') provides an opportunity to access a highly experienced investment team with a proven track record of prudent, common-sense investing. Will Granger, Portfolio Manager, explains the thought process behind starting the fund and his investment philosophy.

"We really want to stick with what we can understand,
because what we can understand we can value."

Will Granger, Portfolio Manager

Access below the Fund's June factsheet with quarterly commentary.

 Airlie Small Companies Fund

News Corp deep dive with Will Granger