airlie funds

Airlie Funds Management's Emma Fisher believes times of "maximum pain" can often be the best time to buy. In this wire, you'll learn why.

Bears sound smart, but bulls make money. In fact, over the last 35 years, the total return of the ASX 200 was positive 80% of the time.

It comes as Goldman Sachs downgrades the lithium darling to a SELL with a $59 price target.

Airlie's Emma Fisher argues - with high conviction - that the answer remains "yes."

For every bull, there is a bear - and where the dominant narrative is bearish, Emma Fisher of Airlie Funds Management likes to be the bull in the room. Headlines in...

The Australian market has been quick to price in a gloomy economic outlook, but are there still pockets of value in the market that investors are missing? On their...

Airlie's Emma Fisher is normally a glass half-full investor. Given equity markets typically rise six out of every seven years in an average cycle, there is good reason...

In the first part of this collection, we learnt what drives outperformance in founder-led companies. We then discussed the main risks to consider and the industries...

Let's face it, putting up with anyone for a decade is an achievement. But to make a partnership truly sing after 30 years is not only worth celebrating, it's worth...

While people may debate the independence of broker research, one thing they do boast is access. Access to company management, to information and data that you may not...

Despite rising bond yields through most of 2020, continued low interest rates have underwritten record valuations across markets. Meanwhile, rampant M&A activity is...

There are a few things in life we all love with reckless abandon. That first sip of a cold drink on a warm summer's day, puppies, travel (minus the flights and/or...

In this episode, David is joined by Emma Fisher, Portfolio Manager and Head of Research at Airlie Funds Management. To date, Arlie's flagship Australian Share Fund has...

When you’re sifting the listed company universe, some stocks are just impossible to ignore. If you’re lucky enough to stumble across businesses with wide moats of...

Welcome to the third of a three-part deep dive on the one sector that has been on everyone’s mind this year: Healthcare. It's a sector that rewards patient...

With a potential change in Federal government on the horizon, in this thematic discussion, we sat down with Matt Williams from Airlie Funds Management and Rhett ...