Global Portfolio Managers Nikki Thomas and Arvid Streimann discuss the unfolding interest rate cycle and the effect it’s having on market sentiment and company valuations. They provide an update on the portfolio’s recent performance and its positioning for the current environment.
The Magellan Global Fund offers investors the opportunity to invest in a specialised and focused global equity fund. The Fund aims to achieve attractive risk-adjusted returns over the medium to long term while minimising the risk of permanent capital loss. There is also a listed version available under the ASX ticker code MGF.
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11 May 2023 - Keith Coughlan, Executive Chair at European Metals, talks with Chapter One’s David Tasker at the recent Future Facing Commodities conference in Singapore.
06 Apr 2020 - Connectivity company Megaport (ASX:MP1) today reports their quarterly Key Performance Indicators to 31 March 2020 showing revenue for the period was $15.19 million, an increase of 10 per cent quarter on quarter.
31 Jan 2020 - Ian Smith has informed the Board of Virgin Money UK (ASX:VUK) that he is resigning as Group Chief Financial Officer (CFO) and Executive Director to take up an external overseas opportunity.
23 Apr 2020 - Electro Optic Systems (ASX:EOS) Brisbane-based subsidiary, EM Solutions, has won $14 million of orders from four navies for its Cobra maritime satellite terminals.
27 Jul 2020 - Gold producer and explorer, St Barbara (ASX:SBM) has agreed to acquire Moose River Resources Incorporated through its wholly owned subsidiary Atlantic Mining.
27 Feb 2020 - The a2 Milk Company (ASX:A2M) report a net profit after tax of $184.9 million for the half year, an increase of 21.1 per cent on the prior corresponding period.
31 Mar 2023 - Hear the latest from DNR Capital Chief Investment Officer and PM of the Australian Equities High Conviction Strategy Jamie Nicol as he provides his thoughts on the recent reporting season and where he sees market opportunities in its wake.
