Year InReview 2024

Global

Intro to Global Equities 


Despite varying economic cycles, equity markets have achieved impressive gains. Our global equity investment team offer valuable insights into the drivers of these gains and how they are positioning the portfolios to take advantage of emerging growth patterns and industry trends. Looking ahead, they identify key factors expected to shape the economic landscape and uncover compelling investment opportunities for investors.

 

 

Global Equities Investor Letter 2024

Global Equity Portfolio Managers Arvid Streimann, Nikki Thomas, and Alan Pullen share their perspectives with you as an investor in either the Magellan Global Fund or Magellan High Conviction Fund.
 

   READ LETTER    

   DOWNLOAD PDF

 

Global Update

Head of Global Equites, Arvid Streimann sits down with the Magellan investment team, reviewing the significant events and trends that shaped the markets in FY24 and share what they are looking out for in the year ahead.

“We have done what we have always done, which is invest in where we have conviction in quality and conviction in company valuations”

– Arvid Streimann, CFA, Portfolio Manager and Head of Global Equities

Read video summary


(Complete quiz for 0.50 hours)

Responsible Investing

Investing in Global Equities

Head of ESG Amy Krizanovic and Portfolio Manager Elisa Di Marco delve into the significance of Responsible Investing within global equities, and touch on the need to consider human rights impacts in Artificial Intelligence investment. They share insights on the evolving landscape of consumer staples and how companies like Coca Cola and Nestlé are innovating to meet changing consumer preferences. ​

“We're really proud to achieve the highest rating when it comes to ESG certification by RIAA. It's a real testament to the work that the investment team has been doing, for many years now”. 

- Elisa Di Marco, Portfolio Manager Core Global and Core ESG


(Complete quiz for 0.25 hours)

Stock Story: Stryker

With a diverse product portfolio spanning orthopaedics, medical and surgical equipment, and neurotechnology, Stryker Corporation is a standout leader in the medical devices sub-sector. 

  READ HERE

  DOWNLOAD PDF 

 

Fund Updates

Our annual investor letters and fund updates provides commentary on the macro environment and global equity markets over the previous year, and discusses the portfolio performance and positioning over the period.
Please download via the buttons below.
 

 Magellan Global Class (Open Class) (MGOC)  

 Magellan Global Fund (Hedged)

 Magellan High Conviction Fund 
 
 Magellan Core Global Fund 

 

 

 Magellan Global Class (Closed Class) (MGF) 

 Magellan Global Equity Fund (Currency Hedged)  
   
 Magellan High Conviction Trust         
 

Magellan 'In The Know' is our monthly investment podcast, you can access on Apple or spotify.

In our recent episode below Magellan's Infrastructure Portfolio Manager, Jowell Amores speaks with WEC Energy Group Chairman, Gale Klappa and Jim Paetsch, Vice President of Milwaukee 7.