4.5 • 775 Ratings
🗓️ 24 February 2021
⏱️ 51 minutes
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0:00.0 | At Jackson, we've created a digital retirement planning experience with you and mine. |
0:05.5 | Visit jackson.com to explore our easy-to-understand resources and user-friendly tools |
0:10.1 | that are designed to enable financial professionals and clients to plan a path to financial freedom. |
0:15.5 | Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan, |
0:20.5 | and Jackson National Life Insurance Company of New York, purchase New York. |
0:26.5 | Please stay tuned for important disclosure information at the conclusion of this episode. |
0:32.4 | Hi, and welcome to the Longview. I'm Jeff Patak Chief Ratings officer at Morningstar Research Services. |
0:38.1 | And I'm Christine Ben's, Director of Personal Finance for Morningstar. |
0:41.9 | Our guest this week is Hamish Douglas. Hamish is the co-founder, chairman, and chief |
0:47.1 | investment officer of Magellan Financial Group, a roughly $80 billion asset management firm |
0:52.8 | headquartered in Sydney, Australia. |
0:55.1 | Among his duties, Hamish is lead manager of the Magellan Global Equity Strategy, |
1:00.0 | which is a concentrated portfolio of high-quality growth stocks. |
1:04.3 | That strategy has been very successful since its July 2007 inception, |
1:09.4 | handily beating its benchmark the MSCI World Index with significantly |
1:13.6 | less risk. Before forming Magellan in 2006, Hamish was co-head of global banking for Deutsche |
1:20.1 | Bank in Australia and New Zealand. Hamish received his undergraduate degree from the University |
1:25.5 | of New South Wales. |
1:29.2 | Hamish, welcome to the Longview. |
1:31.7 | Jeff, it's great to be with you. |
1:35.5 | I know you've told the story behind the firm. |
1:39.8 | You co-founded Magellan Financial Groups many times now, but I would guess a lot of our listeners haven't heard it, and it's unusual as origin stories go. |
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