Airlie Funds Management

Overview

Airlie Funds Management is an Australian investment management firm specializing in Australian equities, offering active investment strategies to institutional and retail clients. Founded in 2012 by John Sevior and David Cooper, the firm is headquartered in Sydney, New South Wales. Airlie manages over $8.8 billion in assets, primarily for institutional clients, and launched the Airlie Australian Share Fund in June 2018 for retail investors. In March 2023, Airlie introduced the Airlie Small Companies Fund, managed by Will Granger. The firm's investment approach focuses on constructing concentrated portfolios of high-quality Australian companies with strong financial positions, aiming to deliver long-term capital growth and regular income. Airlie's team comprises experienced investors, including Matt Williams and Emma Fisher, who joined in 2016. In early 2018, Magellan Asset Management acquired Airlie, providing retail investors exclusive access to Airlie's investment expertise through the Airlie Australian Share Fund. The firm's investment philosophy emphasizes prudent, common-sense investing, leveraging decades of experience to identify attractive opportunities across market cycles. Airlie's commitment to quality and value is evident in its concentrated portfolios, which typically consist of 15-35 Australian companies, focusing on well-run businesses with strong financial positions. The firm's dedication to stewardship and responsible investing is reflected in its annual stewardship reports, highlighting its proactive engagement with portfolio companies to promote sustainable practices and long-term value creation.

Investment Focus

• Strong financial position
• High-quality business management
• Potential for long-term value creation