Magellan Investment Partners offers institutional investors and retail clients specialized investment strategies focused on global equities, infrastructure, and sustainable investing. Operating globally with headquarters in Sydney, Australia, Magellan Investment Partners builds concentrated portfolios of high-quality companies designed to deliver attractive long-term returns while protecting against permanent capital loss. The firm manages assets through segregated accounts, sub-advisory relationships, and pooled investment funds. Magellan Investment Partners utilizes a disciplined investment process combining rigorous fundamental screening, qualitative assessments of business moats and governance, and valuation analysis. The firm maintains specific strategies including Global Opportunities, Select Infrastructure, Core Infrastructure, and Global Sustainable. Magellan Investment Partners operates under common ownership with financial institutions that provide broker-dealer and capital markets services, managing associated conflicts through information barriers and robust oversight.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.40% |
| $100.0M - $200.0M | 0.40% |
| $200.0M - $500.0M | 0.20% |
| $500M+ | 0.20% |
Schedule reflects the Global Opportunities and Global Sustainable strategies. Separate schedules apply to infrastructure strategies (Select Infrastructure ranges from 0.70% down to 0.40%; Core Infrastructure ranges from 0.40% down to 0.20%). Performance-based fees may be negotiated with certain qualified clients.