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Fairlight Asset Management's Abbey Cook is betting big on Ulta Beauty - Vimarsana News

Fairlight Asset Management's Abbey Cook is betting big on Ulta Beauty

The fund manager explains why she is so bullish on one US retailer and what she learnt from co-founding homegrown hedge fund VGI Partners with Rob Luciano.

Source: afr.com
Magellan senior analyst pops up at rival global equity manager - Vimarsana News

Magellan senior analyst pops up at rival global equity manager

Senior investment analyst Abbey Cook has joined the Sydney-based boutique global equity manager as its newest portfolio manager.

Source: afr.com
Reflections on quality and 'the ultimate resource' - Vimarsana News

Reflections on quality and 'the ultimate resource'

With 2021 characterised by strong commodity prices, we are often asked our view in terms of the sustainability of this trend. At the risk of embarrassment but with the benefit of historical preceden