Expert Investor: Investing In Companies Of The Future | Chris Wheldon Equity Mates Investing Podcast

In this episode we're continuing our exploration of some of Australia's best Listed Investment Companies (LICs).
We began the mini-series with Emma Kirk - a key account manager at Magellan - explaining the differences between LICs and LITs. Now, we're going deeper to explore the portfolios and fund managers of some of these companies.
To kick us off, we sat down with Chris Wheldon - an incredibly intelligent, focused and patient Portfolio Manager of Magellan's High Conviction Fund. Magellan, founded in 2006 by the well-known Hamish Douglass, is a top 100 ASX-listed company, with a strategy to 'invest in the future'.
They buy 'high-quality global stocks that benefited from the rise of the emerging consumer, the coming of the cashless society, the recovery in US housing, the dominance of business software giants and the arrival of digital consumer platforms, to name just some key themes of the past decade'.
In this episode you will learn:
How Chris' career took him to New YorkThe concept of a 'high conviction fund'What it means to invest by looking through the windshieldThe importance of patienceWhat is appealing about StarbucksThe research process for Chris' fundPlus much, much more!
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