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How listed private credit is reshaping income investing on the ASX
Description
Andrew Lockhart, Founder of Metrics Credit Partners, joins us to walk through three ASX-listed income opportunities within the Metrics stable. We’ll trace the firm's history from the very beginning and unpack their core investment approach through the lens of these three specific funds. Talking points - Who is Andrew Lockhart? - Why start a business in the private credit space - What do you look for in an analyst when you’re hiring - Is there more competition today for origination? - A walk through of ASX listed funds, MRE, MOT and MXT - What does inflation mean for the return profile of private credit and real estate funds - What are the present risks to returns in these funds - What if your portfolio is already full of property exposure? - How can I see the pipeline of developments in the Metrics funds - Where does Andrew lunch among the Metrics hospitality venues Links to the listed funds mentioned in this episode: Metrics Real Estate Multi-Strategy Fund (ASX: MRE) https://metrics.com.au/listed-funds/metrics-real-estate-multi-strategy-fund/ Metrics Income Opportunities Trust (ASX: MOT) https://metrics.com.au/listed-funds/metrics-income-opportunities-trust/ Metrics Master Income Trust (ASX: MXT) https://metrics.com.au/listed-funds/metrics-master-income-trust/
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This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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