Lonsec Managers in Focus – Equity

Webinar details

With reporting season wrapping up, the next episode of Managers in Focus will look at Australian Equities. The panel will discuss the opportunities and risks they have observed during reporting season and any trends that may emerge over 2024 in both large and small cap ASX listed stocks.

Joining our host Matthew Turnbull, Manager, Australian Equities, Lonsec Research is Emma Fisher, Deputy Head of Australian Equities, Airlie Funds Management and Phillip Hudak, Co-Portfolio Manager, Australian Small Companies, Maple-Brown Abbott. Emma and Phillip will discuss how they are positioning their portfolios considering the current market environment in addition to providing their insights post reporting season.

There will be a dedicated Q &A session at the end of the webinar and CPD points will be available for all who attend the live session.

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Matt joined Lonsec in February 2021 and is responsible for the Australian Equities sector, while also covering global equities. Matt has 20 years of experience working in a variety of analytical, investment research and financial planning roles within the wealth management industry.
Prior to Lonsec, Matt worked as a Senior Investment Analyst at MLC where he was responsible for conducting managed fund sector reviews across a variety of asset classes, as well as providing ancillary investment research services to the aligned dealer groups. Prior to MLC, Matt was Investment Research Manager at Suncorp and Investment Analyst at AMP. Matt is a Certified Investment Management Analyst.

 

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Emma Fisher has been the Portfolio Manager of the Airlie Australian Share Fund since its launch in 2018 and was appointed Deputy Head of Australian Equities in 2023. She joined Airlie in 2016. Prior to this, she was an investment analyst at Fidelity International and Nomura Australia. Emma holds a Bachelor of Commerce (Liberal Studies) from the University of Sydney.

Phillip Hudak
Co-Portfolio Manager, Australian Small Companies, Maple-Brown Abbott
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Phillip Hudak joined Maple-Brown Abbott in April 2022 as Co-Portfolio Manager for Australian Small Companies, bringing over 20 years’ investment experience, with 15 years dedicated to Australian small cap equity portfolio management and fundamental stock research. In his current role, Phillip is responsible for leading the Australian small companies equity business, focusing on medium-term earnings delivery combined with a differentiated market-leading sustainability framework which is designed to outperform in most market environments.Before joining Maple-Brown Abbott, Phillip worked as Co-Portfolio Manager on the AMP Capital Australian Emerging Companies strategy for nine years. Prior to that, he was a small companies analyst at ING Investment Management, analyst at MIR Investment Management and an investment consultant with Russell Investment Group.