How does an active fund manager approach investing?
Kate Campbell chats to Elisa Di Marco, a Portfolio Manager & ESG Analyst at Magellan Financial Group, who shares her insights on investing in great global companies and managing a fund.
Tune in to learn more about Elisa’s approach to finding quality global investments as she takes us through the investment case for Nestle (SWX: NESN).
Here are a few of the points we touched on in this conversation:
- What does a day in your life look like for you as a portfolio manager?
- How did you make your way into funds management?
- Why do you choose to be an active investor vs investing more passively in ETFs etc.?
- What does your investment philosophy look like?
- What type of companies do you invest in?
- How do you narrow down your investment universe?
- Investment case study for Nestle (SWX: NESN)
- How do you manage risk as an investor?
- Whatās one unusual skill you have that makes you a better investor?
- What are your biggest tips for newer investors who are just getting started on this journey?