Magellan is backing strictly high-quality stocks amid a slowdown in global growth as it seeks to restore its reputation for investment outperformance following a horror year of wayward bets.
Hannah Dickinson, Magellan’s sector head of franchises and healthcare speaking at the company’s investment showcase in Sydney.
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Emma Rapaport is a co-editor of the Street Talk column. Prior to that, she was a markets reporter at The Australian Financial Review. Connect with Emma on Twitter. Email Emma at emma.rapaport@afr.com
Jonathan Shapiro writes about banking and finance, specialising in hedge funds, corporate debt, private equity and investment banking. He is based in Sydney. Connect with Jonathan on Twitter. Email Jonathan at jonathan.shapiro@afr.com
