The art of the turnaround: investing in companies at a crossroads

What separates a successful turnaround from a value trap? This month, Magellan’s Sector Head of Franchises and Healthcare, Hannah Dickinson, and Investment Analyst Emma Henderson explore consumer sector turnaround opportunities, focussing on household names like Nike, Estée Lauder, Gucci and Starbucks, all of which have hit temporary roadblocks. They explain Magellan’s disciplined four-pillar investment framework covering fundamentals, leadership, strategy and timing and discuss how to navigate the risks, behavioural traps and complexities involved. Using real-world examples and practical insights, they reveal why a patient, structured approach is necessary when analysing these investment opportunities.

You can listen to The art of the turnaround: investing in companies at a crossroads online on Radio and Podcast. Open the player on this page to stream the available audio.

The art of the turnaround: investing in companies at a crossroads is an episode from MAGELLAN - IN THE KNOW by Magellan Asset Management.

This episode is 29:31 long.

This episode was published on Jul 28, 2025.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from MAGELLAN - IN THE KNOW when more episodes are available from the podcast feed.