The Rate Of Change

Andrew Mitchell is one of the founders at Ophir Asset Management. Andrew alongside Steven Ng and other colleagues manage four funds. Ophir has a fundamental, bottom up research approach aimed at identifying businesses domestically and internationally with the ability to meaningfully grow and compound earnings overtime. To put it another way, they want to find new companies before they end up in Vo...

Sunny Bangia is the Global Portfolio Manager at Blackwattle Investment Partners about the outlook for Global equities, U.S. housing, semiconductors, emerging markets like India & Brazil, advancements in AI and Memory, Machine Learning, and the economic shifts in China. For me I really enjoyed delving into the topic of Memory with Sunny. As the tech world buzzes with developments in AI and mach...

Vince Pezzullo is the Head of Australian Equities at Perpetual, to discuss the outlook for Aussie equities, the intricacies of gearing, and the impact of activist ownership investing. Perpetual Group, founded in 1886, is one of Australia's oldest asset management firms. The Australian equities division of the business manages roughly $12 billion. In this episode, we delve into the Australian Share...

Jason Edwards is the CEO of January Capital, about venture debt and their unique database Alternatives.pe , which is used by 80% of Southeast Asia VC firms like Sequoia, Tiger Global, and more. If you’re familiar with private lending, like many Australians, and you have often wondered how to both generate income from lending to, say, $10 to $15 million high-growth B2B SaaS companies and “ALSO” par...

Cameron Brownjohn is the CEO at Federation Asset Management about investing in mid-tier Australian private equity. If you’re an investor familiar with private equity or this is your first time exploring this asset class, then I think you are really going to benefit from Cameron’s experience and insights. Federation has roughly $2 billion of funds under management, in which institutional investors...

James Williamson is the Chief Investment Officer at Wentworth Williamson, about their equity fund and their stable income fund. The equity fund is a "go-anywhere" strategy, investing in deep-value Australian listed companies with $60 million of funds under management. Meanwhile, their stable income fund, which is a private credit fund, targets a return of 5% above the RBA cash rate and has $100 mi...

Todd Warren is a Partner and Head of Research for Tribeca Investment Partners. Tribeca is a global investment manager with multiple strategies across equities, credit, carbon, and Global Natural Resources. Join us as Todd unpacks strategies in which he specializes. These include their Listed Resources fund TGF, their unlisted main fund The Tribeca Global Natural Resources strategy, the 2050 Strate...

Chris Mauss is the Managing Director for Partners Groups Paris based private equity arm and we discuss everything about European investments, opportunities & outlook. If you’re interested in learning how to generate strong returns, whilst investing and managing over $150 billion USD in private equity, then I think you’re going to really enjoy this conversation with Chris. Chris outlines Partne...

John Forwood is the the Chief Investment Officer at Lowell Resources Management. Lowell Resources Management is a listed investment Trust, which invests in Junior Global and Domestic mining companies across all commodities. They currently manage AUD $50million funds under management, allocate roughly 13% to new pre-ipo opportunities and the remaining in listed miners across Uranium, Copper, Natura...

Hugh Selby-Smith is the Co-Chief Investment Officer at Talaria Capital. Talaria Capital is a fundamental, bottom-up, value manager with a unique implementation process via options. They run a single global, ex-Australia investment strategy with 25 to 35 companies in the portfolio across developed markets. Talaria oversees roughly $2.1billion in funds under management. For me I enjoyed hearing Hugh...

Dan Winter and Rowan Grant are the founders and portfolio managers at Arbor Capital. Arbor Capital is an investment firm focused on venture capital and growth equity investing within the technology sector. They work with family offices and High Net Worth Individuals who are seeking to invest patient, long-term capital in high-growth private businesses. Dan and Rowan share their journeys from entre...

Tim Carleton is the Chief Investment Officer at AUSCAP Asset Management. Tim, alongside his colleagues Will Mumford and Gavin Rogers, manages two funds under the AUSCAP banner. Both of these funds target solid absolute risk-adjusted returns by investing in companies that generate strong cash flows and are trading at attractive prices. Firstly, the Auscap Long Short Australian Equities Fund, which...

Ian Macoun is the Managing Director of Pinnacle Investment Management Group (PNI.ASX). Pinnacle is a growing multi boutique, which provides non-investment, funds management services to investment managers known as affiliates. Currently they oversee $90 billion worth of FUM across 15 affiliate investment firms in various asset classes. Along with holding equity interests in their Affiliates, Pinnac...

Joss Engebretsen is the Portfolio Manager at Barwon Investment Partners for the Barwon Disability Accommodation Fund. If you have any loved ones with Special Disability Accommodation needs or you have been following the SDA or NDIS in the news, then I think you are really going benefit from the insights Joss shares on these areas. For people unfamiliar with these schemes. Joss unpacks what exactly...

Luke Cummings is the Co-Founder, Chief Investment Officer & Managing Director of Harvest Lane Asset Management. If you enjoy reading about the latest mergers and Acquisitions in the AFR/News and always wondered what is the best way to make money out of the story of the day, then I think you are really going to enjoy this conversation with Luke. Harvest lane is an Absolute Return Fund with a Me...

Dr David Allen is the Co-Head of Research Plato Investment Managements, Head of Long/Short Strategies and Portfolio Manager of the Plato Global Alpha Fund. For keen rugby fans out there, you may be familiar with David as he was a professional Rugby Union player and is currently the President of Eastern Suburbs Rugby Union Club. For me I enjoyed hearing David explain their unique structure and how...

Michael Frazis is the Managing Director and Portfolio Manager of Frazis Capital Partners. Keen listeners will remember Michael from last year and we wanted to have him back on to see how the fund has been doing over the past year. Michael also unpacks what he is looking at in the Tech and biotech space as well as discussing a new AI backed risk management tool he has built to help in lock in futur...

Bob Sahota is the Managing Director & CIO of Revolution Asset Management. Revolution provides wholesale investors access to a diversified portfolio of Australian and New Zealand Corporate Loans and Asset-Backed Securities. The Fund currently has a total fund size of A$1,893.7m. The Underlying Fund holds a total of 47 loans as at 31 July 2023, with an average expected life of the portfolio bein...

Andrew Lockhart is the Managing Director of Metrics Credit Partners. Metrics Credit partners are a leading Australian non-bank corporate lender and alternative asset manager specialising in fixed income, private credit, equity and capital markets. Metrics currently manages roughly $14billion and gives investors access to these strategies via a range of unlisted and listed managed funds. With this...

Kevin Bertoli is the Co-Portfolio Manager of PM Capital. PM Capital was founded in 1998 by CIO & Chairman Paul Moore, it’s goal is to build long term wealth by investing in global markets with patience and conviction. I would say PM Capital embraces the true definition of a go anywhere strategy and I quite like they have the patience to avoid FOMO rallies and wait for the strongest company in...

Grant Hackett OAM is an Australian Icon and the CEO of Generation Development Group (GDG). Prior to his corporate career, Grant was a multiple Olympic champion representing Australia in swimming and has held numerous world records in the early 2000's. We dive into detail about Grants formative years, what lessons of life he has carried over from his Olympic career into the world of financial marke...

Cullen Gunn is 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 talk...

Andrew Killesteyn is the portfolio manager at Palisade Investment Partners to discuss the Infrastructure Fund and Infrastructure Trust. Andrew defines the infrastructure universe, discusses why they look at particular Australian mid market infrastructure assets and highlights the importance of these assets in the community. The fund's IRR on average is 9.8% over 1 year, 8.5% over 3 years, 9.1% ove...

Romano Sala Tenna is one of the founders and portfolio managers at Katana Asset Management to discuss their long-only, listed ASX investment strategy. Katana’s approach was setup to challenge artificially imposed constraints on managing money. They achieve this by not being limited to index weightings, sectors, thematic or company sizes, whilst being comfortable to remain weighted heavily in cash...

Nick Thomson is the Portfolio Manager at Lakehouse Capital Global Growth Fund. Lakehouse Global Growth is an Australian based fund manager with a high conviction approach. The fund has a long term investing strategy targeting asymmetric outcomes in Mid to Large cap global growth companies, whilst holding 20-30 companies at a time. The strategy has averaged 13.6% in the past 5 years, up 10.9% in th...