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

New name, new season!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.An enjoyable conversation with a talented Portfolio Manager.Footy tips, as always, at the end. Heath batting 100%Sponsored by Australian Mutual Funds Exchangehttps://amfex.com/Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.