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MAGELLAN GLOBAL News & Analysis

Magellan gets runs on the board
Funds
Magellan gets runs on the board
Pace of outflows slows as downside protection kick in and new chief executive appointed.
Lewis Jackson | 10 May 2022
Magellan funds downgraded by Morningstar
Funds
Magellan funds downgraded by Morningstar
High Conviction fund is no longer expected to beat the category benchmark.
Lewis Jackson | 25 February 2022
Long-term Magellan shareholders should win, but brace for periodic bumps: Morningstar
Stocks
Long-term Magellan shareholders should win, but brace for periodic bumps: Morningstar
Magellan is for the patient investor, says Morningstar's Shaun Ler.
Shaun Ler | 21 February 2022
In defence of Magellan: Editor's Note
Funds
In defence of Magellan: Editor's Note
A stumble or two should not send a man to the gallows.
Emma Rapaport | 25 December 2021
Magellan’s fair value cut as fund outflows tipped to continue
Funds
Magellan’s fair value cut as fund outflows tipped to continue
The fund manager remains significantly undervalued.
Lewis Jackson | 12 October 2021
Platinum and Magellan: Is there value in underperforming listed investment managers?
Stocks
Platinum and Magellan: Is there value in underperforming listed investment managers?
Analysts believe near-term turbulence is not reflective of future earnings potential.
Emma Rapaport | 02 September 2021
Even tiny fee differences are costly: Charts of the week
Funds
Even tiny fee differences are costly: Charts of the week
Decimal point differences in fees become tens of thousands of dollars long term.
Lewis Jackson | 23 August 2021
'Markets aren’t pricing in mutation risk': Douglass
Markets
'Markets aren’t pricing in mutation risk': Douglass
The veteran stock picker sees no shortage of risks including that covid-19 mutations could render current vaccines ineffective.
Emma Rapaport | 23 July 2021
Boutique bond fund tops Morningstar’s ‘ESG commitment’ leader board
Stocks
Boutique bond fund tops Morningstar’s ‘ESG commitment’ leader board
Most Aussie funds are still behind when it comes to best practice on global environmental, social and governance criteria.
Lewis Jackson | 19 May 2021
Will Magellan Global fund's underperformance persist?
Funds
Will Magellan Global fund's underperformance persist?
A big bet on Alibaba and a dash for cash brought Hamish Douglass’s good work undone.
Emma Rapaport | 24 February 2021