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ASX Live Blog
Market Wraps
inside the rope
Latest news and analysis on inside the rope
Equities
November 16, 2021 09:10
Financial markets, a mean reverting machine
Following on from their discussion last quarter, fellow Koda Partner Frank Macindoe joins David in another episode of Inside the Rope to provide an update on the...
David Clark
Koda Capital
November 16, 2021 09:10
Investment Theme
November 02, 2021 08:53
Michael Traill: Investing for purpose
In this episode of Inside the Rope, Michael Traill joins David to discuss his career and path into investing for purpose. They discuss Michael's involvement in...
David Clark
Koda Capital
November 02, 2021 08:53
Funds
October 05, 2021 08:13
Adrian Redlich: Capital for agriculture
Adrian joins the podcast again to discuss Merricks Capital's new agriculture fund. A senior secured loan strategy that provides lending to agricultural assets whilst...
David Clark
Koda Capital
October 05, 2021 08:13
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Funds
September 21, 2021 10:07
Catherine Allfrey: How to identify superior corporate
DNA
Since its inception in July 2009, Wavestone's Dynamic Australian Equity Fund has produced a respectable net of fee return of 11.5% to Aug 2021 compared to the ASX...
David Clark
Koda Capital
September 21, 2021 10:07
Funds
September 07, 2021 10:20
Hamish Douglass - The behaviours of great investors
In the special 100th episode of Inside The Rope, David is joined by Hamish Douglass of Magellan. Throughout the episode, Hamish references some of the world’s...
MGF
Magellan Global Fund
ASX:MGF
Followed by
95
people
MGF
Magellan Global Fund
ASX:MGF
Followed by
95
people
David Clark
Koda Capital
September 07, 2021 10:20
Funds
August 30, 2021 09:03
Phil Green on sharing lessons and building
resilience
In this episode, David is joined by Phil Green of The Alceon Group. Phil is generous in sharing his learnings over the years, including that as a CEO of Babcock &...
David Clark
Koda Capital
August 30, 2021 09:03
Funds
August 10, 2021 13:27
Common sense investing
In this episode, David is joined by Emma Fisher, Portfolio Manager and Head of Research at Airlie Funds Management. To date, Arlie's flagship Australian Share Fund has...
David Clark
Koda Capital
August 10, 2021 13:27
Funds
July 27, 2021 12:25
Gone fishing; delivering sustainable returns through fisheries
In this episode I was fortunate enough to speak with Andrew Rado, Managing Director & CIO of Longreach Maris. A strategy that aims to provide an ecologically...
David Clark
Koda Capital
July 27, 2021 12:25
Funds
July 13, 2021 08:58
From Chartered Accountant to the Australian Funds Management Hall of Fame - John Murray
In this episode, David speaks with John Murray of Perennial, an Australian Funds Management Hall of Famer. They discuss John's background and career to date, his...
David Clark
Koda Capital
July 13, 2021 08:58
Funds
July 01, 2021 08:57
Peter Cooper - Defining the path of a successful
investor
In this episode, David speaks with Peter Cooper of Cooper Investors. Peter founded Cooper Investors in 2001. As Chief Investment Officer, Peter created and...
David Clark
Koda Capital
July 01, 2021 08:57
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