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Emma Fisher — Institutional Investor Profile | Buyside Digest

Emma Fisher

Institutional Investor • Airlie Australian Share Fund

Value

$1.0B

Stocks

49 Stocks

Turnover

0.0%

CIK

0001536105EDGAR ↗

Website ↗

Top Holdings

ES(2.97%) AMT(2.75%) XELLL(2.70%) CCI(2.52%) SRE(2.48%)

About Investor

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.

Investor Philosophy

Investment philosophy details pending verification.

Emma Fisher Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
ES	None	Eversource Energy	Utilities	$248.4M	3.0%	No Change
AMT	None	American Tower Corp.	Real Estate	$230.0M	2.8%	No Change
XELLL	None	Xcel Energy Inc.	General	$226.3M	2.7%	No Change
CCI	None	Crown Castle	Real Estate	$210.6M	2.5%	No Change
SRE	None	Sempra Energy	Utilities	$207.9M	2.5%	No Change
CMS	None	CMS Energy	Utilities	$194.2M	2.3%	No Change
EVRG	None	Evergy, Inc.	General	$187.9M	2.2%	No Change
D	None	Dominion Energy	Utilities	$183.7M	2.2%	No Change
MSFT	None	Microsoft Corporation	Information Technology	$170.0M	2.0%	No Change
2330	None	Taiwan Semiconductor Manufacturing Company Limited	General	$164.5M	2.0%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Utilities18.7%

General11.3%

Real Estate5.3%

Financials3.1%

Consumer Discretionary3.1%

Sector	Stocks	Value	Exposure
Utilities	16	$1563.9M	18.7%
General	12	$942.4M	11.3%
Real Estate	2	$440.6M	5.3%
Financials	4	$260.4M	3.1%
Consumer Discretionary	4	$258.6M	3.1%
Communication Services	3	$184.1M	2.2%
Industrials	3	$174.1M	2.1%
Information Technology	1	$170.0M	2.0%
Health Care	3	$145.6M	1.7%
Consumer Staples	1	$45.8M	0.6%