Bitesize: Chris Wheldon says his early mistakes were the best gift
Get Started Investing
After five years of Equity Mates and three years of Get Started Investing we’ve built a back catalogue of more than 700 episodes. Bitesize is our opportunity to share some of our favourite moments, lessons and quotes from both Equity Mates and Get Started Investing. In this clip - Chris Wheldon - an incredibly intelligent, focussed and professional investor - tells us how his early mistakes actually were the best thing that could have happened to him! Listen (or watch) the full episode here:Website | Apple | Spotify |Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here. Make sure you don’t miss anything about Equity Mates – visit this page if you want to support our work.Want more Equity Mates? Come to our website and explore! You’ll find information on our full network of shows, including our Equity Mates Investing Podcast, book recommendations, blogs, news, and more. *In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ***Get Started Investing is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Get Started Investing are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Get Started Investing is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.
In this week’s episode of Talk Ya Book we’re joined by Chris Wheldon from Magellan Group - an ASX100 listed fund, managing A$100bn in global equity and infrastructure strategies worldwide. We get to hear about Intercontinental Exchange Inc (NYSE: ICE), an exciting large cap that fits the thematic of rising excitement around equity markets globally and the power of network effects. Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.
How to Choose World Class Companies - Chris Wheldon [Magellan Financial Group]
The Wide Lens
This week we speak with Chris Wheldon, Portfolio Manager of the Magellan High Conviction Fund and Assistant Portfolio Manager on the global equities strategies - overseeing $77 Billion of investor money.We discuss the selection process of world class companies, we talk about the attributes of successful investors, how skill and luck both play a role in investing, how investors need to think about the post COVID world, and the global opportunity set as it relates to investing.
Magellan's Chris Wheldon - A deep dive on stock investing strategy in a turbulent world
The BIP Show
Magellan portfolio manager Chris Wheldon, who works on the Global Equity and High Conviction funds, talks about the selection process for backing global companiesSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
Expert Investor: Chris Wheldon - The Thesis Behind Facebook, Visa & Tencent
Equity Mates Investing Podcast
We were joined by Chris Wheldon, Portfolio Manager at Magellan Financial Group. Chris re-joined Magellan in 2018 and is a Portfolio Manager of Magellan's High Conviction Strategy and an Assistant Portfolio Manager on the Global Equities Strategies. We had Chris on the show earlier this year and loved hearing him explain his thought process and how he formed an investment thesis. So we asked him to come back on the show and share his specific thesis for three stocks he currently holds.In this interview, Chris shares:His thoughts on the market's rebound from the COVID-induced crashHow Magellan responded in the early days of the pandemicHow he is thinking about investing during the market's recoveryA deep dive on three specific stocks: Facebook, Visa and Tencent----------Have you just started your investing journey? Head over to Get Started Investing – our 12-part series with all the fundamentals you need to feel confident to start your investing journey.Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://www.diamantina.com.au/If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community. Hosted on Acast. See acast.com/privacy for more information.
Stefan Angelini is Joined by Chris Wheldon to discuss investing into International Stocks. Companies like Apple, Amazon, Facebook or Alphabet. Chris is the co-lead portfolio manager with Hamish Douglas on the international high-conviction strategy. They focus on finding the best 8-12 companies in the world for their investors. Join us was we discuss how he finds the best companies, his view on Exchange Rates in International Investing and even as he compares Tesla and Facebook.Here are some topics we cover:> Businesses to Invest in Overseas> How to find a good overseas stock> Value v Growth when investing overseas> 1 factor when valuing an overseas business> Tesla v Facebook. Which is better?> Active v Index International Investment> Difference between Australia & International Investment> Currency Effect when Investing Overseas> Managing $90 Billion> Portfolio Position at the start of Covid-19> Best Sectors post Covid-19> International Investor - Investor Type
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!Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here.Equity Mates is a part of the Diamantina Media Network - the home of Australia's favourite podcasts. For more information, visit http://diamantina.com.au/ Hosted on Acast. See acast.com/privacy for more information.