The fund is actively managed by an experienced team led by Matt Williams (Head of Australian Equities with over 25 years experience), Emma Fisher (Deputy Head with over 13 years investment experience), and Joe Wright (Deputy Portfolio Manager). Matt Williams joined Airlie in July 2016 and emphasizes maintaining discipline and staying true to the investment process. Emma Fisher focuses on helping investors think like business owners and look beyond negative headlines. Joe Wright emphasizes discipline and investing in companies with operational excellence during volatile markets. The team acknowledges limited ability to predict short-term macro shocks and instead devotes research efforts toward understanding business economics and valuing businesses relative to market prices.

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Airlie employs an 'undervalued quality' investment approach, seeking instances where quality businesses are trading at attractive prices. The firm uses a bottom-up investment approach with a belief that active management can produce significant wealth accumulation relative to passive management. The investment process follows a systematic four-pillar approach focusing on financial strength, business quality, management competency (with preference for founder-led businesses), and valuation applied last. Only companies with solid financial characteristics and appropriate debt levels are considered investible, with a focus on competent managers whose interests align with shareholders.

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