16 Mar 2021 - Webinar | Airlie Funds Management

Finding hidden value in volatile markets

Against a backdrop of heightened economic uncertainty and ever-falling interest rates, Australian investors have flocked to "quality": paying higher multiples across the board for the highest returning, fastest growing businesses. The challenge, in this environment, is to satisfy the desire to invest in quality businesses, without overpaying for them.

In this webinar with Airlie Australian Share Fund portfolio managers, Matt Williams and Emma Fisher, they explore their investment framework for finding underappreciated quality or hidden value in businesses, and how to invest sensibly when markets swing so quickly between fear and euphoria. They also dissect the latest interim results season and what it means for their portfolios.