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Latest
Buy Hold Sell
Alternatives In Focus
Series
Alternatives in Focus
Buy Hold Sell
Fund in Focus
Income Series
Livewire Live
Meet The Investor
Rapid Fire
Signal or Noise
Success and More Interesting Stuff
The Pitch
The Rules of Investing
Views from the Top
Categories
Asset Allocation
Commodities
Daily Report
Education
Equities
Fixed Income
Funds
Investment Theme
Macro
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koda capital
Latest news and analysis on koda capital
Equities
March 19, 2024 10:17
Ozempic and beyond, inside the weight loss drug revolution
In this episode of "Inside the Rope," host David Clark welcomes back Dr. Craig Collie from Regal Funds Management to delve into the groundbreaking developments in the...
David Clark
Koda Capital
March 19, 2024 10:17
Equities
February 20, 2024 16:52
Phil King - Listening for opportunities
King shares insights into his approach, highlighting the importance of curiosity, and how to remain unaffected by market fluctuations.
David Clark
Koda Capital
February 20, 2024 16:52
Investment Theme
December 26, 2023 13:35
Andrew Rado - Casting a wide net: Investing in Australia’s fishing quotas
This episode of "Inside the Rope" features David Clark interviewing Andrew Rado, the portfolio manager of the Longreach Maris Sustainable Seafood Fund.Rado explains...
David Clark
Koda Capital
December 26, 2023 13:35
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Private Assets
December 12, 2023 08:52
Urs Wietlisbach - Private equity the new traditional asset class?
Urs Wietlisbach, co-founder of Partners Group, joins me in this podcast episode of "Inside the Rope".
David Clark
Koda Capital
December 12, 2023 08:52
Funds
November 14, 2023 10:35
Portfolio construction from an industry insider
In this instalment of Inside the Rope, David welcomes Jason Coggins, previous Head of Investment Research at Koda Capital. Jason delves into the nuances of building...
David Clark
Koda Capital
November 14, 2023 10:35
Property
October 03, 2023 09:05
Navigating Australia's real estate future
In this enlightening episode, guest Michael discusses the current state and future predictions for the Australian real estate and investment markets, highlighting the...
David Clark
Koda Capital
October 03, 2023 09:05
Private Assets
September 19, 2023 06:24
Justin Ryan - The real world of private equity
In this episode, David chats with Justin from Glow Capital Partners about the ins and outs of finance, private equity, and investment strategies. They navigate...
David Clark
Koda Capital
September 19, 2023 06:24
Private Assets
September 07, 2023 11:31
Michael Lukin - Sidestepping the J-Curve
In this episode, David Clark engages in a detailed discussion with Michael Lukin from Roc Partners about the intricate realm of private equity. Looking forward,...
David Clark
Koda Capital
September 07, 2023 11:31
Funds
July 11, 2023 10:27
Will the LIV Golf/PGA merger go ahead? This fund manager doesn't think so...
In this episode, David Clark chats with return guest David Witkin, the founder of Beryl Capital Management. They discuss merger arbitrage and event-driven investing,...
David Clark
Koda Capital
July 11, 2023 10:27
Private Assets
June 28, 2023 08:40
Andrew Rothery - Exploring private markets
In this episode, David is joined by Andrew Rothery to discuss the opportunities and advantages of investing in private markets. Andrew highlights the broad range of...
David Clark
Koda Capital
June 28, 2023 08:40
Investment Theme
May 16, 2023 07:32
Water rights with Kim Morison: The role of institutional capital in agriculture
In this podcast, investors will learn how they can generate long-term returns while supporting agricultural growth and development.
David Clark
Koda Capital
May 16, 2023 07:32
Funds
April 18, 2023 08:38
Mitch Taylor - Protecting capital against higher inflation
In this episode of the "Inside the Rope" podcast, host David Clark interviews Mitch Taylor, co-founder of Longreach Credit Investors and manager of the Longreach...
David Clark
Koda Capital
April 18, 2023 08:38
Funds
March 21, 2023 10:32
Tom King - Navigating the seas of sustainable investing
Tom joined Nanuk in 2009 as a director of the firm, the firm’s chief investment officer and one of the firm’s portfolio managers with approximately 20 years’...
David Clark
Koda Capital
March 21, 2023 10:32
Investment Theme
March 08, 2023 08:47
David Blood - Pioneering sustainable investments alongside Al Gore
In this episode, David is joined by David Blood to discuss his views on sustainable investing in 2023. David Blood is considered by many to be one of the pioneers of...
David Clark
Koda Capital
March 08, 2023 08:47
Private Assets
February 07, 2023 07:43
Michael Lukin - Follow the money
David is joined by Mike Lukin, the Managing Partner of Roc Partners, a mid-market corporate finance specialist providing predominately sub-investment grade debt to...
David Clark
Koda Capital
February 07, 2023 07:43
Property
January 24, 2023 08:35
Rob Rayner (RF CorVal) - Risk adjusted returns in property
In this episode, Rob Rayner the CEO of RF CorVal joins David to discuss his career to date, valuations in Australian property, and Rob's outlook for property assets...
David Clark
Koda Capital
January 24, 2023 08:35
Funds
January 10, 2023 10:40
High conviction Australian equities
In this episode, David is joined by Rob Tucker, the founder and Portfolio Manager of the Chester High Conviction Fund, a strategy that since its inception in October...
David Clark
Koda Capital
January 10, 2023 10:40
Funds
December 20, 2022 09:43
Outlandish returns from natural gas derivatives
Juan Penelas joins David to discuss e360 Power, a Texas-based asset management firm founded in 2009 designed to generate superior absolute returns through fundamental...
David Clark
Koda Capital
December 20, 2022 09:43
Funds
December 06, 2022 08:12
Targeting 20% returns from US natural gas assets
Listen hereAndrew joins David to discuss the Longreach Energy Income Fund, a fund that targets a total return of 20% p.a. (net of fees) inclusive of an income...
David Clark
Koda Capital
December 06, 2022 08:12
Private Assets
November 22, 2022 08:21
Cameron Blanks - Engineering a path from MIT to private equity
Cameron joins David to discuss his career to date, including his studies in engineering at MIT, as well as the origins of Pacific Equity Partners (PEP), and the...
David Clark
Koda Capital
November 22, 2022 08:21
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