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 09/30/16. The fund's latest filing disclosed 20BN in positions, representing 72% of the manager's regulatory AUM.

MAGELLAN ASSET StockAlpha

+0.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MAGELLAN ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 8.89% Tech -2.65% 0.02% 0 42%
EBAY 7.02% Tech -16.75% -1% 3 14%
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FEATURED IN
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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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MAGELLAN ASSET Portfolio Concentration

MAGELLAN ASSET Location

LEVEL 7
1 CASTLEREAGH STREET
SYDNEY, NSW, AUSTRALIA, 2000

MAGELLAN ASSET Contact Information

Phone Number: -9943
Fax Number: -9855
Website:

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