CIO Charlie Lanchester is joined by Alan Pullen and Elisa Di Marco from Magellan - both Portfolio Managers are responsible for stocks held in the HM1 portfolio. In this conversation, they discuss Magellan’s approach to high conviction investing, how they select top stocks for the HM1 portfolio, and how they avoid short-term noise that can cloud their judgment.

Alan Pullen has been with Magellan since 2012 and currently serves as the Head of Financials, managing the High Conviction Fund. Originally from Tasmania, Alan began his career as an economist at the RBA and has a deep passion for company analysis.

Elisa De Marco is the Portfolio Manager of the Magellan Core International Fund and also heads the ESG department at Magellan. She possesses a strong intellectual curiosity, having studied Finance and Economics at university and earning a Ph.D. in Finance. While she gained experience in stress testing banks during her time at APRA, her true passion lies in the world of financial markets.

This is a Hearts & Minds Podcast, in partnership with Equity Mates Media

Access more insights from Magellan on their website here

For more information about HM1 and the upcoming Sohn Hearts & Minds Conference visit our website here

Disclaimer:

This communication has been prepared by Hearts and Minds Investments Limited (ABN 61 628 753 220). In preparing this publication the investment objectives, financial situation or particular needs of an individual have not been considered. You should not rely on the opinions, advice, recommendations and other information contained in this publication alone. The inclusion of third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the third-party content. This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Past performance is not a reliable indicator of future performance.

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