MEET THE MANAGER: MAGELLAN INFRASTRUCTURE FUND
THURSDAY 10TH JUNE AT 10.30 am
We would be delighted if you would join us on Thursday 10th June 2021 at 10.30 am for a webinar on the Magellan Infrastructure Fund.
Patrick Malcolm, Senior Partner, will host our special guest Gerald Stack, Head of Investments, Head of Infrastructure and Portfolio Manager at Magellan.
Infrastructure assets can offer steady dividend growth, protection from inflation, and long-term capital growth. These assets provide essential services – examples range from utilities and toll roads to railroads, ports, airports, energy pipelines, mobile towers, and satellites. The listed infrastructure investment universe is immense and continues to grow due to structural drivers, including urbanisation, climate change, globalisation, and the digital revolution. This broad and growing opportunity set gives the ability to build well-diversified and liquid portfolios.
The characteristics of quality listed infrastructure investments are high barriers to entry, pricing power, predictable cash flows and sustainable growth. We believe that investment in these assets has the potential to deliver attractive long-term, risk-adjusted returns.
The Magellan Infrastructure Fund (Currency Hedged) (Managed Fund) is an ASX–listed portfolio (ASX Code: MICH) that seeks to provide efficient access to the stable returns offered by infrastructure and utility stocks while protecting capital in adverse markets. Infrastructure and utility stocks that will help achieve these aims generally have strong underlying financial performance over the medium to long term, which is expected to translate into reliable, inflation-linked returns.
Gerald and Patrick will discuss the following:
- How Infrastructure & the Magellan Fund performed during COVID-19
- The continuing impact of COVID-19 on transportation
- What the rise of renewable energy and a low-carbon economy means for Infrastructure
- How inflation and interest rates will impact the asset class
- Where the Magellan Fund is invested now
- The outlook for Infrastructure
We encourage you to pass on this webinar invite to family, friends or colleagues who may wish to join.
Details of the webinar are as follows:
Meeting Name: Meet the Manager – Magellan Infrastructure Fund
Date: Thursday, 10th June 2021
Webinar time: 10.30am – 11.30am
Speakers: Patrick Malcolm and Gerald Stack
Please reserve your place by Tuesday 8th June.
Patrick Malcolm, Senior Partner & Certified Financial Planner, GFM Wealth Advisory
Patrick joined GFM in 2002 and is a Senior Partner and Certified Financial Planner® at GFM Wealth Advisory.He has completed a Master of Applied Finance at the University of Melbourne and a Graduate Diploma of Applied Finance and Investment amongst a range of qualifications. Patrick is also a CPA and an SMSF Association SMSF Specialist Advisor®.In 2020, Patrick was ranked as one of Australia’s “Top 100 Financial Advisers” as published by “The Australian” newspaper in conjunction with the respected U.S. financial publication “Barron’s”.Patrick is a member of the GFM Investment Committee, which meets regularly to research, select and monitor all the investments on the GFM Approved List.
Gerald Stack, Head of Investments, Head of Infrastructure and Portfolio Manager
Gerald Stack joined Magellan in 2007 and is Head of Investments and leads the team responsible for managing Magellan’s infrastructure portfolios and providing research coverage of companies within the Infrastructure, transport and industrials sector.Before joining Magellan, Gerald was a Director of Capital Partners, where he was Head of Securities Research and a member of the Management and Investment Committees. Gerald has extensive experience in the analysis and investment management of listed and unlisted debt, equity and hybrid assets globally.Gerald holds a Bachelor of Economics and a Master of Business Administration from Sydney University and is a Chartered Accountant.Gerald chairs Magellan’s Investment Committee.