Emma Fisher, Airlie Funds Management Australian Share Fund on stock selection, culture, valuations and Australia's "boom to muddle through" cycles

<p>New name, new season!</p><p>Emma joins us from the Magellan HQ to talk about their process, company valuations, Australian business debt and building a culture that allows for ideas to generate. We also touch on "life after John" and key person risk alleviation.</p><br><p>An enjoyable conversation with a talented Portfolio Manager.</p><br><p>Footy tips, as always, at the end. Heath batting 100%</p><br><p>Sponsored by Australian Mutual Funds Exchange</p><br><p><a href="https://amfex.com/" rel="noopener noreferrer" target="_blank">https://amfex.com/</a></p><p>Support this show <a target="_blank" rel="payment" href="http://supporter.acast.com/the-bip-show">http://supporter.acast.com/the-bip-show</a>.</p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>