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Why consistency wins the race Magellan Asset Management October 2021
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Timestamps: 01:10 - Fund objective 09:10 - Investment outlook 16:30 - Microsoft 21:58 - Netflix 28:11 - Why invest in China? Consumption / GDP Australia vs China Funds operated by this manager: Magellan Global Fund (Hedged), Magellan Global Fund (Open Class Units) ASX:MGOC, Magellan High Conviction Fund, Magellan Infrastructure Fund, Magellan Infrastructure Fund (Unhedged), MFG Core Infrastructure Fund |
