Post by Magellan Investment Partners

Watch/Listen here: https://lnkd.in/gwd6Xhir Ray David, Senior Equities Analyst at Airlie Funds Management, joins Darren Connolly from InvestmentMarkets for a conversation on the Australian equities market. Ray walks through how Airlie identifies quality stocks — balance sheet strength, business quality, management track record and valuation, as well as why paying the right price is the key to long-term returns. They also explore the rise of passive investing, growing index concentration, and why Ray sees current market conditions opening up opportunities for patient investors.