How to find great global companies & managing an investment fund with Elisa Di Marco

Elisa Di Marco, a Portfolio Manager & ESG Analyst at Magellan Financial Group, shares her insights on investing in great global companies and managing a fund.

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About this episode

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?
  • What’s 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?

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At the time of publishing, the author of this article does not have a financial or commercial interest in any of the companies mentioned.

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