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Ep 84: Rajeev Gupta - Creating alpha
Rajeev Gupta of the Alium Alpha Fund joins David to discuss his career to date, the history of the Alium Alpha Fund, and the businesses that it inves…
5 years, 1 month ago
Ep 83: Richard Quin - Credit where credit's due
Richard Quin of Bentham joins David to discuss the history of Bentham Asset Management, including its spin-off from Credit Suisse, along with the var…
5 years, 2 months ago
Ep 82: Justin Borus - Israel throughout the pandemic
Justin joins David again to provide an update on the Ibex Israel strategy, a strategy that has returned 13.4% to the year ending November 2020 (in US…
5 years, 2 months ago
Ep 81: Paul Bassat - Seeking new opportunities
David speaks with Paul Bassat of Square Peg Capital, a firm that invests in early-stage technology companies across Australia, Israel and South-East …
5 years, 3 months ago
Ep 80: Chris Andrews - Returns from disciplined lending
In this episode, David speaks with Chris Andrews, the Chief Investment Officer at La Trobe Financial. La Trobe Financial manages a book of mortgage-b…
5 years, 3 months ago
Ep 79: John Hempton - Where to from here?
John comes back onto Inside The Rope to revisit COVID-19 and discuss the things that he believes Bronte Capital miscalculated at the beginning of the…
5 years, 4 months ago
Ep 78: George Bishay - Bonding over impact investing
David and George discuss how investors can invest ethically in the fixed income space. Impact investing allows investors to not only generate a finan…
5 years, 4 months ago
Ep 77: Dr Craig Collie - Diagnosing financial markets
Dr Craig Collie of Regal Funds Management joins David on this episode of Inside the Rope to discuss his career to date, starting as a medical doctor …
5 years, 5 months ago
Ep 76: Rob Morrison - Investing in healthcare property
In this episode, David chats with Rob Morrison from Barwon Investment Partners to discuss the Barwon Healthcare Property Fund. In seeking to identify…
5 years, 5 months ago
Ep 75: Paul Heath - Inside The Rope - Three years on
Since launching Inside The Rope three years ago, David has been able to chat with some of the industry leaders in financial services. In this special…
5 years, 6 months ago