Interview with Hamish Douglass

By Mai Davies

GFM Partners Paul Nicol and Patrick Malcolm and Senior Financial Advisers James Malliaros and Sam Eley interviewed Hamish Douglass, Magellan’s Chairman and Chief Investment Officer on Tuesday December 14.

GFM’s relationship with Magellan dates back over ten years.

Hamish discusses:

• CEO Brett Cairns’ resignation
• Magellan’s recent relative performance
• Current portfolio positioning
• The looming spectre of inflation
• The issue of government & corporate debt levels

We continue to believe that Magellan will deliver long term results. Magellan has a rigorous approach to capital preservation & has provided strong downside protection with lower volatility than the market.

We hope you enjoy the interview.