KP

Karen Phin

Magellan High Conviction Trust (Managed Fund) | Non-Executive Director
Ms Phin has over 25 years of experience advising Australian listed companies on capital management, capital raisings and mergers and acquisitions. Until 2014, Ms Phin was a Managing Director and Head of Capital Advisory at Citigroup in Australia and New Zealand. Prior to joining Citigroup, she spent 12 months at ASIC as a Senior Specialist in the Corporations group. From 1996 to 2009, Ms Phin was a Managing Director at UBS AG, where she established and led the Capital Management Group. Directorships of other listed entities within the past three years include Member of the Takeovers Panel (since 2015). She is member of Risk committee and Corporate Governance committee.

Companies and Roles

Company
Title
Tenure
Since
MHHT
Magellan High Conviction Trust (Managed Fund)
  • Non-Executive Director
OBL
Omni Bridgeway Limited
  • Non-Executive Director
7yrs, 6mthAug 2017
ARB
ARB Corporation Limited
  • Non-Executive Director
5yrs, 8mthJun 2019
MICH
Magellan Infrastructure Fund (Currency Hedged)
  • Non-Executive Director
10yrs, 10mthApr 2014
MGOC
Magellan Global Fund (Open Class) (Managed Fund)
  • Non-Executive Director
10yrs, 10mthApr 2014

Holdings

Company
Last Notice
Direct Shares
Indirect Shares
Options
Convertibles
ARB
ARB Corporation Limited
29/10/246,600N/AN/AN/A
OBL
Omni Bridgeway Limited
30/06/24102,266N/AN/AN/A
N/AN/AN/AN/A
MICH
Magellan Infrastructure Fund (Currency Hedged)
N/AN/AN/AN/A
MHHT
Magellan High Conviction Trust (Managed Fund)
N/AN/AN/AN/A

Transactions

Company
Date
Type
Amount
Price
Value
Notes
ARB
ARB Corporation Limited
29/10/24
Buy
1,900$41.050$77,995On-market trade
OBL
Omni Bridgeway Limited
31/10/23
Buy
30,000$1.550$46,500On-market trade
OBL
Omni Bridgeway Limited
21/09/23
Buy
25,000$1.970$49,250On-market trade
OBL
Omni Bridgeway Limited
06/09/23
Buy
20,000$2.190$43,800On-market trade
ARB
ARB Corporation Limited
10/03/20
Buy
4,700$16.000$75,200On-market trade