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Vihari Ross - Head of Research / Head of Core Series / Portfolio Manager Magellan Group

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Manage episode 337388802 series 2969564
Content provided by The Australian Shareholder's Association. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Australian Shareholder's Association or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode I'm joined by Vihari Ross, Head of Research / Head of Core Series / Portfolio Manager at Magellan. We discussed:

  • The numbers that she finds important in stock selection
  • The distribution curve of possible future share price movements
  • Investing in automation and other disruptive technologies
  • Alibaba's upcoming Hong Kong listing
  • The pricing power of desirability

Funds discussed:

  • MFG CORE INTERNATIONAL FUND TICKER MCSG
  • ESG CORE ESG FUND TICKER MCSE
  • CORE INFRASTRUCTER TICKERMCSI

https://www.mfgcoreseries.com.au/core-funds

Vihari Ross is a Portfolio Manager and is Head of the Core Series and Head of Research. Vihari has 20 years of experience and joined Magellan in 2007. Prior to the promotion to Head of Research, Vihari was most recently Head of Franchises and she retains responsibility for research coverage of franchises stocks. Before joining the Franchises team in 2009, Vihari was a Senior Analyst on the Financials team. Prior to Magellan, Vihari spent four years as an equity analyst at Ausbil Dexia, covering the financials and consumer sectors, and worked as a quantitative analyst at Commonwealth Investment Management (now Colonial First State). Vihari holds a Bachelor of Commerce majoring in Actuarial Studies and Finance and a Master of Commerce majoring in Finance from the University of New South Wales. She is an Associate of the Institute of Actuaries. Vihari is a member of Magellan’s Investment Committee.


This podcast is a production of Finpods Pty Ltd and Phil Muscatello. Phil is the host of the Shares for Beginners podcast. You can find out more about Phil and listen to Shares for Beginners at https://www.sharesforbeginners.com/

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

50 episodes

Artwork
iconShare
 
Manage episode 337388802 series 2969564
Content provided by The Australian Shareholder's Association. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Australian Shareholder's Association or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode I'm joined by Vihari Ross, Head of Research / Head of Core Series / Portfolio Manager at Magellan. We discussed:

  • The numbers that she finds important in stock selection
  • The distribution curve of possible future share price movements
  • Investing in automation and other disruptive technologies
  • Alibaba's upcoming Hong Kong listing
  • The pricing power of desirability

Funds discussed:

  • MFG CORE INTERNATIONAL FUND TICKER MCSG
  • ESG CORE ESG FUND TICKER MCSE
  • CORE INFRASTRUCTER TICKERMCSI

https://www.mfgcoreseries.com.au/core-funds

Vihari Ross is a Portfolio Manager and is Head of the Core Series and Head of Research. Vihari has 20 years of experience and joined Magellan in 2007. Prior to the promotion to Head of Research, Vihari was most recently Head of Franchises and she retains responsibility for research coverage of franchises stocks. Before joining the Franchises team in 2009, Vihari was a Senior Analyst on the Financials team. Prior to Magellan, Vihari spent four years as an equity analyst at Ausbil Dexia, covering the financials and consumer sectors, and worked as a quantitative analyst at Commonwealth Investment Management (now Colonial First State). Vihari holds a Bachelor of Commerce majoring in Actuarial Studies and Finance and a Master of Commerce majoring in Finance from the University of New South Wales. She is an Associate of the Institute of Actuaries. Vihari is a member of Magellan’s Investment Committee.


This podcast is a production of Finpods Pty Ltd and Phil Muscatello. Phil is the host of the Shares for Beginners podcast. You can find out more about Phil and listen to Shares for Beginners at https://www.sharesforbeginners.com/

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

50 episodes

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