MFG 2.04% $10.49 magellan financial group limited

MFG in the BUY zone, page-473

  1. 885 Posts.
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    Hamish mentioned 4% of Alibaba and 0% of Tencent.
    Using these % and the last portfolio published %, my estimate is that the MFG FUM would have gone up by A$4 B from September 21 to October 21.
    However during this period FX losses is approximately A$ 3B, leaving a net gain of A$ 1B.
    Hamish by sticking to his conviction is showing how to beat the indexes since the mishap during Covid disaster.
 
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