MAGELLAN ASSET Overview
Magellan Asset Management Ltd is a hedge fund that manages 27.6 BN dollars in regulatory AUM and has 84 employees, of which 32 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/12 to 03/31/17. The fund's latest filing disclosed 23BN in positions, representing 82% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/12 to 03/31/17. The fund's latest filing disclosed 23BN in positions, representing 82% of the manager's regulatory AUM.
MAGELLAN ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MAGELLAN ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 10.42% | Tech | 6.31% | -0.31% | 1 | 40% | ||
| V | 6.95% | Tech | 13.14% | 0.33% | 2 | 30% | ||
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FEATURED IN
MAGELLAN ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Hamish M. Douglass | Chief Executive Officer | July-2006 |
| Nerida M. Campbell | Chief Operating Officer | July-2006 |
| Leo Quintana | Legal Counsel | July-2007 |
| Paul A. Lewis | Non Executive Director | December-2006 |
| Brett P. Cairns | Executive Chairman | January-2007 |
| Connuil P. Mcevedy | Chief Risk Officer / Chief Compliance Officer | February-2013 |
| Karen Phin | Non Executive Director | April-2014 |
| Robert Fraser | Non Executive Director | April-2014 |
MAGELLAN ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MAGELLAN ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
MFG Global Equity Strategies
Investment Strategy
The MFG Global Equity strategies employ a long‐term investment approach focused on capital preservation and absolute wealth accumulation. MFGAM seeks to build concentrated portfolios (typically 20 to 40 securities) of high quality companies and to purchase shares that are considered to be trading at a discount to our assessment of intrinsic value. In addition, when constructing the investment portfolios, MFGAM integrates its macroeconomic research and risk management framework.
Investment Process
Fundamental Screening
MFGAM screens the universe for those companies with market capitalizations greater than $10 billion (greater than $25 billion for global plus) and have exhibited historically high returns on capital. MFGAM does not quantitatively screen on any measure that considers prevailing market price.
Detailed...
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MFG Global Equity Strategies
Investment Strategy
The MFG Global Equity strategies employ a long‐term investment approach focused on capital preservation and absolute wealth accumulation. MFGAM seeks to build concentrated portfolios (typically 20 to 40 securities) of high quality companies and to purchase shares that are considered to be trading at a discount to our assessment of intrinsic value. In addition, when constructing the investment portfolios, MFGAM integrates its macroeconomic research and risk management framework.
Investment Process
Fundamental Screening
MFGAM screens the universe for those companies with market capitalizations greater than $10 billion (greater than $25 billion for global plus) and have exhibited historically high returns on capital. MFGAM does not quantitatively screen on any measure that considers prevailing market price.
Detailed...
Unlock Full Investment Process Description
MAGELLAN ASSET Portfolio Concentration
MAGELLAN ASSET Location
LEVEL 7
1 CASTLEREAGH STREET
SYDNEY, NSW, AUSTRALIA, 2000
1 CASTLEREAGH STREET
SYDNEY, NSW, AUSTRALIA, 2000
MAGELLAN ASSET Contact Information
Phone Number: -9943
Fax Number: -9855
Website: http://www.magellangroup.com.au
Fax Number: -9855
Website: http://www.magellangroup.com.au
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