Airlie Updates The Market On Their Current Stock Holdings

By Tim McGowen | More Articles by Tim McGowen

 

Airlie Portfolio Manager, Emma Fisher, discusses where the team sees value in 2020 and puts a spotlight on stocks including Mineral Resources, Suncorp and CSL. Emma also outlines where the fund is positioned in relation to the retail sector and in particular their holdings in Premier Investments and Nick Scali. With Westpac under pressure following the Austrac scandal, Emma discusses their view on Westpac and the bank industry as a whole.

For more information about the Airlie Australian Share Fund, its performance and top ten holdings click here.

Related companies:

• CSL Limited (CSL)
• Mineral Resources Limited (MIN)
• Suncorp Group Limited
• Premier Investments Limited
• Nick Scali Limited
• Westpac Banking Corporation

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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