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Airlie Funds Management is a Sydney-based Australian equities boutique founded by veteran fund manager John Sevior, previously head of equities at Perpetual, alongside Matt Williams. Airlie was acquired by Magellan Financial Group in 2018 and operates as part of the Magellan group while retaining its own distinct investment team and culture. The firm runs concentrated, high-conviction Australian share portfolios, focusing on quality businesses with strong management and durable competitive advantages, held for the long term. Airlie is known for candid, plain-English investor communication and a disciplined valuation-based approach, targeting long-term capital growth for retail and wholesale investors through its listed and unlisted funds.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.