In the latest Meet the Manager profile, Money Management speaks with Magellan Investment Partners interim co-head of global equities and portfolio manager, Alan Pullen.
Seeded in 2021, the Magellan Global Opportunities Fund has delivered market-beating performance since inception – guided by a disciplined, quality-first investment philosophy and a clear focus on long-term outcomes.
Alan explains how the fund invests in a high-conviction, diversified portfolio of 20-40 global companies, selected through rigorous fundamental research and active risk management. Rather than following backward-looking indices, Magellan takes a forward-looking view of quality, targeting businesses with durable cash flows trading at a discount to intrinsic value.
From household names like Microsoft, Amazon and Alphabet, to standout contributors such as Netflix and Lloyds, performance has been driven by stock selection and valuation discipline – while deliberately avoiding more speculative areas of the market.
