Airlie Funds Management talk James Hardie (ASX: JHX)

By Tim McGowen | More Articles by Tim McGowen

In this video, Emma Goodsell from Airlie Funds Management gives Informed Investor her views on Australian building products manufacturer James Hardie (ASX: JHX).

Key points in the video :

  • The reason Airlie holds JHX in their portfolio at present
  • Short-term issues currently weighing on JHX’s share price
  • Why now is a good time to buy the stock

AIRLIE FUNDS MANAGEMENT
Airlie is a specialist Australian equities fund manager which brings together some of Australia’s most experienced industry participants. Founded in 2012 by John Sevior and David Cooper, and headquartered in Sydney, Airlie manages a range of Australian equities strategies, primarily for institutional and high net wealth clients. Magellan Asset Management (‘Magellan’) purchased Airlie in early 2018, providing retail investors exclusive access to Airlie’s investment expertise for the first time, through the Airlie Australian Share Fund.

Emma Goodsell is the Deputy Portfolio Manager of the Airlie Australian Share Fund. Emma has 8 years’ investment experience, previously working in Fidelity International’s Australian share team based in Sydney. She commenced her career at Nomura Securities as an equity research analyst in 2010, and holds a Bachelor of Commerce (Liberal Studies) from the University of Sydney.

Tim McGowen

About Tim McGowen

Tim McGowen is the co-founder of informedinvestor.com.au. He was previously the founder of Fortitude Capital the Hedge fund of the Year in 2008 & 2009. More recently he was a global Portfolio Manager for PM Capital.

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