Nicholas Bolton’s Keybridge Capital has emerged as an option holder in the Magellan Global Fund as the listed international equities strategy trades at a wide discount to its underlying value, attracting the interest of activists.
The Magellan Global Fund is the flagship strategy of Magellan Financial, is co-managed by Nikki Thomas and Arvid Streimann, and has placed big bets on chipmaker ASML, and technology giants Microsoft and Alphabet.
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Vesna Poljak is the Companies editor. She was previously the Markets editor with a special interest in the investment industry, hedge funds and accounting. She is based in the Sydney newsroom. Connect with Vesna on Twitter. Email Vesna at vpoljak@afr.com
