Magellan Asset Management Ltd.

Institutional Investor New South Wales, Australia ·Founded 2006

Overview

Magellan Asset Management Ltd. is an Australian investment management firm specializing in global equities and infrastructure strategies. Established in 2006, the firm focuses on generating attractive returns for clients by investing in global equities and global listed infrastructure while protecting their capital. Magellan's team of experienced investment professionals manage global equity, global listed infrastructure, global sustainable, and Australian equities strategies for clients in Australia and overseas. Magellan is a wholly owned subsidiary of Magellan Financial Group, which is listed on the Australian Securities Exchange (ASX) under the ticker MFG. The firm is a member of the Responsible Investment Association Australasia (RIAA), demonstrating its commitment to responsible investing and explicit consideration of ESG factors in investment decision-making. Magellan's investment philosophy centers on finding high-quality businesses and owning them for the long term, focusing on companies that can generate excess returns on capital for years to come. The firm employs a bottom-up stock-picking approach, conducting proprietary research to create its portfolio, and benchmarks its performance against the MSCI World Net Total Return Index (AUD) and an Absolute Return Hurdle comprising the yield of 10-year Australian government bonds. Magellan's global presence includes offices in Sydney, London, Luxembourg, Miami, Valletta, the British Virgin Islands, Athens, and other locations. The firm's investment strategies are designed to provide clients with access to high-quality businesses across various sectors and regions, aiming to deliver superior risk-adjusted returns over the long term. Magellan's commitment to responsible investing is evident through its membership in the RIAA, where it is recognized as a Certified Responsible Investor. This certification reflects the firm's dedication to integrating ESG factors into its investment processes and its focus on transparency and stewardship. Magellan's investment approach is characterized by a long-term perspective, a focus on high-quality businesses, and a commitment to responsible investing, aiming to deliver superior risk-adjusted returns for its clients over time.

Investment Focus

  • Accredited investors only
  • Compliance with local regulations and laws

Portfolio Companies

AppleMicrosoftAmazonAlphabetFacebookVisaTeslaMastercardAmerican TowerCrown CastleCellnexCommonwealth Bank of AustraliaRio TintoAonWoolworthsBHPVeoliaTelstraAmerican Water WorksS&P GlobalColes

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Frequently asked questions about Magellan Asset Management Ltd.

What sectors does Magellan Asset Management Ltd. invest in?

Magellan Asset Management Ltd. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in New South Wales, Australia. Magellan Asset Management Ltd. is listed as a institutional investor in the ConnectSafely investor database.

What stage does Magellan Asset Management Ltd. invest at?

Magellan Asset Management Ltd. backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 500M.

Which regions does Magellan Asset Management Ltd. invest in?

Magellan Asset Management Ltd. invests across United States, United Kingdom, Hong Kong, Japan, Australia and Singapore.

What companies has Magellan Asset Management Ltd. invested in?

Magellan Asset Management Ltd.'s portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Visa, Tesla and Mastercard.

Last updated · Source: ConnectSafely investor database