Podcast Episodes
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Ep 54: Roger Lloyd - Identifying opportunities in infrastructure
Targeting what Roger refers to as 7/11 (7% income and 4% growth), Palisade's Diversified Infrastructure Fund has returned 10.2% p.a. over the last 10…
6 years, 1 month ago
Ep 53: Tim Carleton - Finding value in large-cap global equities
Tim Carleton from Auscap joins the podcast for a second time to discuss his new Global Equities Fund as well as the recent performance of the Long Sh…
6 years, 2 months ago
Ep 52: Gerald Stack - A train set for Christmas
Sometimes presents that may be perceived as "boring" can eventuate into the most exciting gifts that you have received. The Magellan Infrastructure F…
6 years, 2 months ago
Ep 51: Kee Gan – Brexit creates opportunities in UK property
Kee explains how property assets with yields of 7-9% are being found across the UK as Brexit fears have reduced competition for certain assets. Kee a…
6 years, 3 months ago
Ep 50: Rhett Kessler - The emperor has no clothes
Are the big Australian banks value traps? As the disparity in valuations between value and growth stocks widen, Rhett and I discuss why. The impact o…
6 years, 3 months ago
Ep 49: Andrew Lockhart – Credit opportunity
Equity like returns with debt like risk; Metrics Managing Partner Andrew Lockhart discusses the opportunity created by traditional lenders leaving th…
6 years, 4 months ago
Ep 48: Phil King – A great time to invest
With the Regal small-cap fund up over 70% CYTD (as at 30 Sept 2019), Phil and I talk the good, the bad & the ugly of financial markets. Phil remains …
6 years, 4 months ago
Ep 47: Martin Rosser - Investing through the cycle
Investing through the cycle and targeting 10-15% returns net of fees is Alium’s focus, and in this episode Martin explains how Alium is able to accom…
6 years, 5 months ago
Ep 46: Will Douglas - Koda Israel Tour
Recently I toured Israel with Koda Partner Will Douglas and Ibex Investors to gain insights into the Ibex Israel investment fund. On the four day tou…
6 years, 5 months ago
Ep 45: Ben Cleary - Tribecca Global Natural Resources
In what has proven to be a difficult period for Tribeca, Ben and I discuss the reasons for the fund's underperformance and how Tribeca is positioned …
6 years, 5 months ago