Inside the Rope with David Clark

John comes back onto Inside The Rope to highlight his views of the market, including the current volatility and headline-grabbing trades such as the Gamestop short squeeze; alongside other areas of the market that John believes could be in, or heading towards bubble territory. He and David also discuss recent market performance and retail inflows into financial markets which John refers to as "Mas...

In this episode, David speaks with Chris about his current roles and background to date, in addition to how to pick fund managers along with how investors can use financial returns to support charitable causes and begin their philanthropic journey. Commencing his career as a chartered accountant, Chris Cuffe entered the funds management industry in 1985. In 1988 he joined Colonial First State wher...

Steve Tucker former CEO of MLC, and current Koda Capital Chairman joins David in this episode to discuss the evolution of advice and the importance it carries for high net worth individuals. Steve and David also touch on the transition from vertically integrated financial advice business models into the independent advice firms of today. As Chief Executive Officer of MLC until 2013, Steve was resp...

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 invests in. In what Raj calls a "Crossover Fund", he explains how the Alium Alpha fund focuses on investing in both private & public companies; with a particular focus on providing later-stage funding to Technology & Innovative companies intending to list...

Richard Quin of Bentham joins David to discuss the history of Bentham Asset Management, including its spin-off from Credit Suisse, along with the various credit strategies that it manages today. Bentham Asset Management is a specialist global fixed interest and credit investment manager. Bentham actively manages a number of high yielding funds with varying risk profiles. The portfolios are designe...

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 USD). Justin and David discuss the impact of COVID on Israeli companies, along with the restrictions on foreign investment and the opportunities that this provides. Justin also touches on the opportunities being found across the Israeli Technology secto...

David speaks with Paul Bassat of Square Peg Capital, a firm that invests in early-stage technology companies across Australia, Israel and South-East Asia, such as Canva, Fiverr & Athena Home Loans. Before starting Square Peg, Paul was a corporate lawyer who went on to achieve well-known success in founding Seek, the marketplace and HR company, a company that now employs more than 1,000 people in A...

In this episode, David speaks with Chris Andrews, the Chief Investment Officer at La Trobe Financial. La Trobe Financial manages a book of mortgage-backed loans on behalf of investors aiming to receive returns over those provided by traditional cash alternatives in exchange for an acceptable level of risk. David and Chris discuss La Trobe's flagship product the 12-month term account, which as at t...

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 pandemic, along with what else they could have done better. He and David also discuss how society measures the risk vs reward benefit of returning to normal activities in light of COVID-19, along with how that is relevant from the perspective of inve...

David and George discuss how investors can invest ethically in the fixed income space. Impact investing allows investors to not only generate a financial return but also contribute positively to society and/or the environment. In George's words, impact investing is the way of the future. The Regnan Credit Impact Trust is a strategy which aims to deliver returns of 1-3% pa over a rolling 3 year per...

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 in Australia, New Zealand and the United Kingdom before transitioning into financial services and ultimately his role at Regal. Craig manages a sleeve of Regal's Market Neutral strategy, being long-short global healthcare and more recently a sleeve of...

In this episode, David chats with Rob Morrison from Barwon Investment Partners to discuss the Barwon Healthcare Property Fund. In seeking to identify areas of the property market that Rob believes are under-researched, Barwon found that the healthcare sector had lower levels of institutional investment despite its fast growth and 10% allocation to Australian GDP. As a result, establishing a Health...

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 episode of Inside the Rope, CEO of Koda Capital Paul Heath interviews David to discuss his observations over these three years. David takes time to reflect on many of the episodes that he has conducted, including those with famed investors such as Ha...

Fellow Koda Partner Frank Macindoe joins David in the latest episode of Inside the Rope to discuss his extensive career in both commercial law and financial advice, as well as the success he has achieved as an avid investor in Australian equities.   Within their conversation, Frank gives an overview of the diversified portfolio of Australian equities that he manages. This portfolio (the Koda Endur...

In episode #73 of the Inside the Rope podcast Koda Adviser & Partner David Clark speaks with Lindsay Partridge AM, Managing Director at Brickworks Building Products. Brickworks is one of the world's largest building supply manufacturers, and they have additionally grown to include a Land & Development division that maximises the value of surplus land created by their building products business. Li...

Kerry joins David to discuss impact investing, and his career in financial markets. Throughout the episode, Kerry and David discuss and define what impact investing is, the framework used by the team at Inspire Impact and the key differences to ethical (ESG) investments. Kerry is a Partner at Inspire Impact, a profit for purpose organisation that connects capital to social entrepreneurs. Inspire I...

Anthony Millet from Antler joins David to discuss early-stage venture capital. Antler receives 50,000 applications a year to their programs around the world and spends over 200 hours with each team ultimately resulting in Antler investing in over 160+ companies. Over the past year since launch, the fund has delivered investors returns of 34%. Anthony and David discuss how Antler discover successfu...

Having an IRR of 26.4% across all transactions in property, Adam Murchie joins David on this episode of Inside the Rope. Adam is a specialist in funds management and investment and has worked in the property industry for 20 years. He and David discuss the strategies deployed by the team at Forza as they aim to provide investors with the best property investments possible based on their risk and re...

Delivering returns of 13.38% over the past 6 months (to May 2020), Daniel from Alceon chats with David. Daniel and David discuss the Alceon High Conviction Absolute Return Fund, and dig into how Daniel thinks about running the absolute return focused strategy. The fund, which takes a fundamental, research-driven, high conviction approach in a benchmark unaware fashion, has delivered returns of 13....

What makes for a quality government bond portfolio, and why should investors be attracted to them? In this episode, Charlie and David discuss the benefits of high-quality government bonds in what Jamieson Coote say can help defend and protect investors portfolios by providing income, liquidity and downside protection in a period of heightened volatility. Jamieson Coote Bonds managed approximately...

Delivering returns whilst providing impact, Cullen joins David to discuss the Kilter Rural impact investments. Since 1993 Cullen has been working in the farmland and water management sector. While holding a strong grounding in active, hands-on land management, at a strategic level Cullen holds experience in the development of priorities for investment at both catchment and state levels in Victoria...

Managing a credit portfolio across several asset-backed loans (and previously corporate loans), James and the team at Aquasia's enhanced credit fund have returned 6.76% p.a. since inception (October 2011). However March saw the fund have its first negative month, as the fear of COVID-19 saw credit spreads widen and valuations shift. As James highlights, this isn't necessarily a reflection on the a...

Regal Small Companies fund has returned 18.4% p.a. (as at April 2020) since inception (Feb 2015). As part of the COVID-19 Special Episodes, David chats with Phil King of Regal Funds Management. Late last year when David last spoke with Phil, Phil believed that it was a great time to invest. However, throughout this episode, Phil argues that it's important investors change their portfolios as the f...

How has COVID-19 affected property? In this episode, Chris and David discuss the impact of COVID-19 on property asset prices. Chris is a portfolio manager for the Quay Global Real Estate Fund. The fund itself has returned 11.7% p.a. since inception in July 2014 till March 2020. Post-March the global REIT market has not recovered to the same extent as global equities. Chris puts this down to the nu...

Magellan Global has returned 14.78% over 1 year to the 31st of March 2020. In what Hamish calls a classic Black Swan event, he and David discuss the recent impact of the COVID-19 pandemic across global financial markets. Initially presenting as a localized epidemic in China, COVID-19 has evolved into a global pandemic that has wreaked havoc on financial markets around the world. Despite there bein...