Airlie’s Emma Fisher is making her next big bets

Emma Fisher has made some good investment calls over the past five years or so.

The Airlie Funds Management portfolio manager owned Mineral Resources when it was trading at $12 and pitched it at Sohn Hearts & Minds conference in 2019 (it’s now worth $77 a share), owned Reece when the stock was just under $10 (it’s now at $27.40), and held Wesfarmers when the shares fell to $49 (they’re now trading at $68).