Insights

  • Video Insights 01 Apr 2021

    Buy Hold Sell: 5 stocks with cyclical tailwinds

    Value investors are hailing the beginning of a new era, with many throwing their hard-earned cash at cyclical stocks, such as industrials and retailers, as pandemic conditions recede. Emma Fisher, Portfolio Manager, provides her thoughts on James Hardie, Harvey Norman, Super Retail Group, Mineral Resources and Incitec Pivot. (Viewing time: 5 mins)

  • Video Insights 10 Mar 2021

    Live Webinar - Finding Hidden Value in Volatile Markets

    Quiz - 0.75 CPD hours available

    Airlie Australian Share Fund portfolio managers, Matt Williams and Emma Fisher, discuss their proven investment framework for finding underappreciated quality or hidden value in businesses on the asx. They also dissect the latest interim results season and what its meant for their portfolios. (Viewing time: 51 mins)

  • Video Insights 11 Feb 2021

    Equity Mates - Expert Investor: Emma Fisher

    Emma Fisher, Portfolio Manager & Head of Research at Airlie Funds Management, recently chatted to Equity Mates and answered a range of investing questions, including her current views on the markets and personal investment strategy. (Listening time: 53 mins)

  • Video Insights 19 Jan 2021

    Airlie Quarterly Update - December 2020

    Emma Fisher, Co-Portfolio Manager of the Airlie Australian Share Fund, talks to Jennifer Herbert about the stocks that drove the Fund’s outperformance in 2020, including Mineral Resources, Wesfarmers and Credit Corp, and provides an update on Australian banks, as well as an outlook for 2021. (Viewing time: 17 mins)

  • Stock Story 19 Jan 2021

    Stock Story: Healius

    A healthcare company that's shrinking to greatness. (Reading time: 2 mins)

  • Stock Story 13 Oct 2020

    Stock Story: Premier Investments

    A retailer adapting to the pandemic. (Reading time: 5 min)

  • Video Insights 14 Oct 2020

    Where are Australian shares headed?

    Quiz - 0.25 CPD hours available

    Matt Williams discusses the outlook for the Australian share market and tells which companies are set to benefit most from the federal government’s budget stimulus. (Viewing time: 14 mins)

  • Video Insights 12 Oct 2020

    Buy Hold Sell: Seven stocks for offense and defense

    Matt Williams joins Livewire's Vishal Teckchandani and Sean Fenton from Sage Capital to discuss 7 stocks that may provide offense and defense in your portfolio. (Viewing time: 5 mins)

  • Video Insights 09 Oct 2020

    Buy Hold Sell: Four beaten down sectors

    Matt Williams joins Livewire's Vishal Teckchandani and Sean Fenton from Sage Capital to discuss beaten down sectors that might present attractive opportunities. (Viewing time: 12 mins)

  • Video Insights 20 Jun 2018

    Airlie Australian Share Fund - Meet The Managers

    The Airlie Australian Share Fund provides an opportunity to access an experienced investment team with a proven track record of prudent, common sense investing. Learn more about the Portfolio Managers, Matt Williams and Emma Fisher. (Viewing time: 8 mins)

  • Video Insights 04 Sep 2020

    Results Season, Done - Now What? - Live Webinar

    Quiz - 0.75 CPD hours available

    Matt Williams reviews the recent results season which was predicted to be the ‘least helpful’ in assessing company’s balance sheet health and growth outlooks. But was it? What have we learnt? What have been the surprises and opportunities, which companies have Airlie continued to invest in, and why? (Viewing time: 44 min)

  • Video Insights 19 Aug 2020

    Matt Williams chats with Commsec's Tom Piotrowski

    Matt Williams, Portfolio Manager of the Airlie Australian Share Fund, chats with Tom Piotrowski from Commsec. The pair discuss investment themes that have emerged during the covid-19 crisis and the outlook for the big four banks and the resources sector. (Viewing time: 14 min)

  • Stock Story 15 Jul 2020

    Stock Story: Macquarie Group

    This high-quality asset manager is better braced for these difficult times than it was during the GFC. (Reading time: 5 min)

  • Video Insights 14 Jul 2020

    Airlie Australian Share Fund

    Quiz - 0.25 CPD hours available

    Matt Williams, the Portfolio Manager of the Airlie Australian Share Fund, talks to Frank Casarotti about the effects of the covid-19 crisis on the Australian economy and stock market.  They discuss Australian banks, why the portfolio holds CBA, what company managements are prioritising and what worries them most. (Viewing time: 13 min)

  • Investment Insights 14 Jul 2020

    Management Matters

    The covid-19 crisis has delivered an unprecedented challenge to health authorities and macroeconomic policymakers alike. For many company management teams it has above all tested their recent decisions on how they have allocated capital.

  • Video Insights 11 Jun 2020

    Airlie Australian Share Fund - Live Webinar

    Magellan’s CEO, Dr Brett Cairns, discusses the next generation of Active ETFs, with Airlie's new one-unit structure. Airlie portfolio manager, Matt Williams, provides an update on how the Fund has performed during covid-19 and what changes have been made to the portfolio. The video includes audience Q&A. (Viewing time: 43 min)

  • Stock Story 05 May 2020

    Stock Story: BHP Billiton

    A world-class company going cheaply. (Reading time: 4 min)

  • Video Insights 17 Apr 2020

    Positioning to ride out the pandemic

    Quiz - 0.25 CPD hours available

    Matt Williams discusses where the team sees value after the recent market volatility from the Covid-19 crisis. (Viewing time: 17 min)

  • Stock Story 16 Apr 2019

    Stock Story: Coles

    Independent again and set to benefit from a more favourable industry climate. (Reading time: 6 min)

  • Video Insights 07 Feb 2020

    Buy Hold Sell: 5 most tipped big-caps

    Matt Williams, Portfolio Manager from Airlie Funds Management and Jun Bei Liu from Tribeca Investment Partners, share their thoughts on some Australian big-cap stocks. (Viewing time: 7 min)

  • Video Insights 03 Feb 2020

    Buy Hold Sell: 3 most tipped small-caps and 2 fundie favourites

    Matt Williams from Airlie Funds Management and Jun Bei Liu from Tribeca Investment Partners, share their thoughts on a few small-cap stocks. (Viewing time: 7 min)

  • Video Insights 20 Jan 2020

    Value opportunities in 2020

    Airlie Portfolio Manager, Emma Fisher, discusses where the team sees value in 2020 and puts a spotlight on stocks including Mineral Resources and CSL. (Viewing time: 9 min)

  • Stock Story 11 Dec 2019

    Sohn Hearts & Minds - Emma Fisher

    Emma Fisher, Portfolio Manager, presenting at Sohn Hearts and Minds, November 2019. Emma discusses Mineral Resources, a mining services company that is currently trading at only 5x EBITDA.

  • Video Insights 15 Oct 2019

    Airlie quarterly update

    Matt Williams assess the recent reporting season, why Airlie’s portfolio stocks performed well over the past quarter and gives his outlook for Australian stocks. (Viewing time: 8 min)

  • Video Insights 09 Aug 2019

    Survive and thrive this reporting season

    Emma Fisher from Airlie Funds Management and Catherine Allfrey from WaveStone Capital provide their insights to help us survive and thrive this reporting season.

  • Video Insights 09 Aug 2019

    Buy Hold Sell: five growth stocks at a discount

    Emma Fisher from Airlie Funds Management and Catherine Allfrey from WaveStone Capital give their opinion on five growth stocks.

  • Video Insights 02 Aug 2019

    Buy Hold Sell: five stocks rallying into reporting season

    Emma Fisher from Airlie Funds Management and Catherine Allfrey from WaveStone Capital analyse three stocks and nominate ones they think might deliver a positive surprise this August.

  • Investment Insights 09 Jul 2019

    The three forces driving Australian stocks to record highs

    The reelection of the Liberal-National coalition and rate cuts are two obvious ones. The other is a little-known decision by APRA. (Viewing time 9 min)

  • Stock Story 08 Jul 2019

    Stock Story: Smartgroup

    A company making money from the taxes on fringe benefits.

  • Video Insights 22 Apr 2019

    What is the future for the banks post the Royal Commission?

    Matt Williams, Portfolio Manager of the Airlie Australian Share Fund, talks about what the royal commission means for finance stocks, how engagement with management helps investors and the prospect of Australia’s first recession in 28 years.

  • Stock Story 15 Apr 2019

    Value opportunities in domestic cyclicals

    Industry structure is key.

  • Stock Story 29 Jan 2019

    Stock Story: Nick Scali

    Matt Williams tells us why Airlie Funds Management likes the future growth outlook for furniture retailer, Nick Scali.

  • Video Insights 09 Jan 2019

    Fund update and 2019 outlook

    Matt Williams, Portfolio manager discusses the Funds first 6 months, what changes have been made and the outlook for the Australian market in 2019. (Recorded December 2018, Full viewing time: 8 min)

  • Stock Story 09 Jan 2019

    Stock Story: Origin Energy

    In our view, Origin’s financial strength and business quality are set to improve, neither of which is reflected in the current valuation of 9.5x PE.

  • Video Insights 09 Jan 2019

    Your Money - Hearts and minds interview

    Emma Goodsell interviewed at Hearts and minds.

  • Stock Story 09 Jan 2019

    Emma Goodsell on Reece

    Emma Goodsell presenting Reece at hearts and minds conference, November 2018.

  • Investment Insights 30 Sep 2018

    The advantages of owner-managed businesses

    Management’s core focus, long-term thinking and conservative approach can pay off for investors.

  • Video Insights 15 Oct 2018

    Emma Goodsell 'Meet The Manager'

    Emma Goodsell, Portfolio Manager at Airlie, talks to Livewire about the key business attributes Airlie looks for when investing, how CSL was included in a ‘value’ portfolio and what it is like working with industry veterans John Sevior and Matt Williams. 

  • Stock Story 15 Oct 2018

    Stock Story: James Hardie

    James Hardie is a rare find: a building products manufacturer with pricing power.

  • Video Insights 05 Oct 2018

    Buy Hold Sell: Where is the value?

    Jeremy Hook from TMS Capital hosts Matt Williams from Airlie Funds Management and Rhett Kessler, to hear where they think the value lies. In addition, each of the panellists nominates one stock that they believe offers compelling value.

  • Video Insights 05 Oct 2018

    Risks and opportunities of a leadership change

    With a potential change in Federal government on the horizon, in this thematic discussion, we sat down with Matt Williams from Airlie Funds Management and Rhett Kessler to ask what it means for investors. Will new leadership bring big changes, or will it ultimately be ‘more bark than bite’?

  • Video Insights 05 Oct 2018

    Buy Hold Sell: 5 superior growth stocks

    Peter Lynch once said, “Time is on your side when you own shares of superior companies.” The challenge of course is to own those superior companies at a reasonable price. In this episode of Buy Hold Sell we’ve asked two investors with strong valuation disciplines to run five of Australia’s superior growth stocks through their selection process.

  • Airlie Australia Share Fund Roadshow 2018

    The team will outline what makes this Fund stand out in a crowd, how they assess today’s Australian investment landscape and their process for selecting the ~25 stocks in their ‘best ideas’ portfolio.

  • Investment Insights 30 May 2018

    Reinvestment needs versus reinvestment opportunities

    Analysis along these lines explains why CSL has outshone Telstra.