Australian Eagle Asset Management in the Australian Financial Review

February 27, 2025

Sean Sequeira, Chief Investment Officer of Australian Eagle Asset Management appeared in the Australian Financial Review this week, reflecting on some of the investment milestones of his 30-year career. The article focused on the team’s strategy of identifying pivotal changes in businesses, highlighting successful investments in Fortescue (ASX:FMG) and Altium (ASX:ALU), as well as lessons learned from early exits like TechnologyOne (ASX:TNE). Sean also shared some insights into the team’s investment philosophy, and some stocks with bright prospects including Dexus (ASX:DXS) and Silex Systems (ASX:SLX).

Read the full article here: It’s all about the change – the good and the bad