Take a DIVE into water investing | Cullen Gunn

In today’s ROCast, Murdoch is joined by Cullen Gunn, the CEO & a Director of Kilter Rural to discuss investing in water and water rights.

We dive into detail about all things water. Cullen covers how they go about investing in water, what are the main factors that impact water markets and how to think about investing in water as an asset class.

Kilter Rural operates 4 funds in Agriculture and the Water space, but today we are talking to Cullen about investing in water and water rights. As of May 2023 the Kilter Water Fund has an annualised return of 14.58% since inception and the Murray Darling-Balanced Water Fund, which has an annualised return of 13.29% return since inception.

I found the conversation on the weather for once to be one of the most interesting topics and was intrigued by just how little correlation these water funds actually have on other asset classes like the Australian share market. More importantly we have had 3 wet years in a row and Cullen discusses we may be in for the beginning of a dry cycle.

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