OGG BUSINESS LUNCH WITH JOHN SEVIOR

John Sevior (P'79) spoke about his journey from GGS to become one of Australia’s foremost stock pickers and fund managers at the second virtual OGG Business Lunch held on Wednesday 3 June. John’s journey was not the conventional path to become a highly respected and leading fund manager, eventually co-founding his own funds management company, Airlie Funds Management. As well as chatting with Andrew Burgess (FB'81) about his career in investing, he also provided some insight into the current state, and the future implications caused by COVID-19 for investment markets and the economy.

Over 180 OGG from 11 Countries and from every State and Territory in Australia zoomed in to the Business Lunch. John appealed to a wide demographic and we had OGG from every decade from 1944 leavers to 2019 leavers engaged.

The chat with John was recorded and can be viewed below.

 

About the Guest Speaker

John Sevior (P'79)

"I'm very lucky to have been able to do my hobby for a living"

After 17 years with Perpetual where John ran a $20 billion fund he felt it was time for a change. He took a year out to reflect on what he wanted his business to look like before going out on his own.

John was keen to develop a business with a limited number of funds and a limited number of clients. So, with co-founder David Cooper, Airlie Funds Management was established in 2012.

Airlie has a value-based investment style with a heavy focus on quality of business and management. David Cooper describes it as a very common sense approach. Airlie manages a range of Australian equities strategies, primarily for institutional and high net wealth clients.

Magellan Asset Management purchased Airlie in early 2018, providing retail investors exclusive access to Airlie's investment expertise for the first time, through the Airlie Australian Share Fund.