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...

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,...

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...

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...

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...

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...

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...

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...

Generating positive returns during COVID-19.Martin Rosser joins the podcast again to discuss how the Alium Market Neutral Fund has been able to generate positive...

Adrian runs the Merricks Capital Partners Fund, a fund that provides senior asset secured debt to real estate, agriculture & occasionally infrastructure. The fund...

Investing in growth opportunities that present themselves as emerging winners, Jeff backs the individuals behind what he identifies as a successful business. He is...

Deriving uncorrelated returns to traditional asset classes, as at January 2020 the Argyle Water Fund has returned 19.1% p.a. since inception (2012) by investing in...

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 years (as at 30...

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 Short Australian...

Sometimes presents that may be perceived as "boring" can eventuate into the most exciting gifts that you have received. The Magellan Infrastructure Fund invests in...

Kee Gan 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 also covers...

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 of technological...