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Market Wraps
koda capital
Latest news and analysis on koda capital
Funds
July 11, 2023 10:27
Will the LIV Golf/PGA merger go ahead? This fund manager doesn't think so...
In this episode, David Clark chats with return guest David Witkin, the founder of Beryl Capital Management. They discuss merger arbitrage and event-driven investing,...
David Clark
Koda Capital
July 11, 2023 10:27
Private Markets
June 28, 2023 08:40
Andrew Rothery - Exploring private markets
In this episode, David is joined by Andrew Rothery to discuss the opportunities and advantages of investing in private markets. Andrew highlights the broad range of...
David Clark
Koda Capital
June 28, 2023 08:40
Investment Theme
May 16, 2023 07:32
Water rights with Kim Morison: The role of institutional capital in agriculture
In this podcast, investors will learn how they can generate long-term returns while supporting agricultural growth and development.
David Clark
Koda Capital
May 16, 2023 07:32
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Funds
April 18, 2023 08:38
Mitch Taylor - Protecting capital against higher inflation
In this episode of the "Inside the Rope" podcast, host David Clark interviews Mitch Taylor, co-founder of Longreach Credit Investors and manager of the Longreach...
David Clark
Koda Capital
April 18, 2023 08:38
Funds
March 21, 2023 10:32
Tom King - Navigating the seas of sustainable investing
Tom joined Nanuk in 2009 as a director of the firm, the firm’s chief investment officer and one of the firm’s portfolio managers with approximately 20 years’...
David Clark
Koda Capital
March 21, 2023 10:32
Investment Theme
March 08, 2023 08:47
David Blood - Pioneering sustainable investments alongside Al Gore
In this episode, David is joined by David Blood to discuss his views on sustainable investing in 2023. David Blood is considered by many to be one of the pioneers of...
David Clark
Koda Capital
March 08, 2023 08:47
Private Markets
February 07, 2023 07:43
Michael Lukin - Follow the money
David is joined by Mike Lukin, the Managing Partner of Roc Partners, a mid-market corporate finance specialist providing predominately sub-investment grade debt to...
David Clark
Koda Capital
February 07, 2023 07:43
Property
January 24, 2023 08:35
Rob Rayner (RF CorVal) - Risk adjusted returns in property
In this episode, Rob Rayner the CEO of RF CorVal joins David to discuss his career to date, valuations in Australian property, and Rob's outlook for property assets...
David Clark
Koda Capital
January 24, 2023 08:35
Funds
January 10, 2023 10:40
High conviction Australian equities
In this episode, David is joined by Rob Tucker, the founder and Portfolio Manager of the Chester High Conviction Fund, a strategy that since its inception in October...
David Clark
Koda Capital
January 10, 2023 10:40
Funds
December 20, 2022 09:43
Outlandish returns from natural gas derivatives
Juan Penelas joins David to discuss e360 Power, a Texas-based asset management firm founded in 2009 designed to generate superior absolute returns through fundamental...
David Clark
Koda Capital
December 20, 2022 09:43
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