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Buy Hold Sell
Listed Series
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Buy Hold Sell
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Success and More Interesting Stuff
The Pitch
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koda capital
Latest news and analysis on koda capital
Private Assets
November 22, 2022 08:21
Cameron Blanks - Engineering a path from MIT to private equity
Cameron joins David to discuss his career to date, including his studies in engineering at MIT, as well as the origins of Pacific Equity Partners (PEP), and the...
David Clark
Koda Capital
November 22, 2022 08:21
Investment Theme
November 16, 2022 09:59
Suzanne Gauron of Goldman Sachs - Enhancing returns through private equity
Suzanne joins David to discuss the benefits of using Private Equity in investor portfolios, including the asset class's performance when compared to their traditional...
David Clark
Koda Capital
November 16, 2022 09:59
Private Assets
October 11, 2022 09:22
Alisa Wood of KKR - Why private assets?
Alisa Wood of KKR joins David to discuss the attractiveness of private assets in the current environment.Founded in 1975, KKR & Co. Inc. is a global investment company...
David Clark
Koda Capital
October 11, 2022 09:22
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Funds
September 27, 2022 09:00
Justin Borus - Israel's once in a cycle opportunity
Justin again joins the podcast to provide an insight into the current strategy and outlook for the Ibex Israel fund considering the recent economic environment. Justin...
David Clark
Koda Capital
September 27, 2022 09:00
Funds
August 30, 2022 08:29
Private debt in a rising rate environment
Adrian again joins the podcast to discuss the current economic environment and in particular, how it is impacting private debt and Merricks’ Partners Fund. Adrian is...
David Clark
Koda Capital
August 30, 2022 08:29
Equities
August 03, 2022 09:09
Frank Macindoe - The impact of bond markets on equity valuations
In what has been a challenging quarter for growth companies, fellow Koda Partner Frank Macindoe joins David in another episode of Inside the Rope to provide his...
David Clark
Koda Capital
August 03, 2022 09:09
Funds
July 05, 2022 07:43
Ian Beatty - Trading liquidity for opportunity
In this episode of Inside The Rope, David is joined by Ian Beatty the Managing Partner of SecondQuarter a fund that primarily invests in growing but commercially...
David Clark
Koda Capital
July 05, 2022 07:43
Equities
June 21, 2022 09:06
Mark Landau - Absolute returns throughout the cycle
Mark Landau joins David to discuss his career and as well as the origins of L1 Capital that he founded in 2007 alongside Raphael (Rafi) Lamm. Since starting L1's...
David Clark
Koda Capital
June 21, 2022 09:06
Equities
June 01, 2022 07:52
John Hempton - Cutting through the uncertainty
John joins David again to discuss the current market uncertainty and how Bronte Capital is choosing to invest. John touches on several key topics that are...
David Clark
Koda Capital
June 01, 2022 07:52
Funds
May 17, 2022 14:31
Thomas Weber (LGT) - Long-term sustainable growth through alternate assets
Thomas Weber (German/Swiss) is a co-founder and a Managing Partner at LGT Capital Partners Ltd. He chairs the firm’s Alternative Investment Committee and the Liquid...
David Clark
Koda Capital
May 17, 2022 14:31
Equities
May 03, 2022 09:10
Phil King, Rhett Kessler & Alexandra Clarke on the behaviours of successful investors
In this special live episode of Inside The Rope, David is joined by Alexandra Clarke (Portfolio Manager at Ellerston Capital), Rhett Kessler (Fund Manager and...
David Clark
Koda Capital
May 03, 2022 09:10
Funds
April 05, 2022 08:19
Garry Edwards - Diversification & scale in agriculture assets
Garry Edwards joins David in this episode to discuss his past experience as well as the AAM Diversified Agriculture Fund (ADAF), a strategy that targets a total return...
David Clark
Koda Capital
April 05, 2022 08:19
Funds
March 22, 2022 08:11
Alex Hone - Providing predictable investment outcomes
Alex joins David to discuss the Keyview Flagship Fund (previously Realside Capital Flagship Fund), a fund primarily focused on private debt that has delivered returns...
David Clark
Koda Capital
March 22, 2022 08:11
Funds
March 08, 2022 09:31
Ben Krasnostein - Working towards a zero carbon future
Ben joins David to discuss Kilara Capital a fund manager that he co-found in 2017 that focuses on investment opportunities that work toward sustainable infrastructure...
David Clark
Koda Capital
March 08, 2022 09:31
Funds
February 04, 2022 16:42
Value amongst volatility; investing in Russia
In this episode, David is joined by Mattias Westman & Akshay Bhutiani of Prosperity Capital Management. A fund manager that focuses on investing in public companies...
David Clark
Koda Capital
February 04, 2022 16:42
Investment Theme
January 25, 2022 07:41
Family Matters - Managing the wealth of family offices
In this episode, David is joined by Karl Wellner of Papamarkou Wellner Asset Management, a US firm that provides investment solutions to some of Europe and the United...
David Clark
Koda Capital
January 25, 2022 07:41
Funds
December 28, 2021 07:59
Lucas White - Investing in energy
efficiencies
According to Jeremy Grantham, a co-founder of GMO, global warming will be the most important investment issue for the foreseeable future. In this episode Lucas White...
David Clark
Koda Capital
December 28, 2021 07:59
Funds
November 30, 2021 08:52
Michael Goldberg - Long live
value
This fortnight on Inside the Rope, Koda Capital's David Clark sits down with Michael Goldberg, the founder, managing director and portfolio manager of the Collins St...
David Clark
Koda Capital
November 30, 2021 08:52
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
21-40 of 95
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Equities
Why boring stocks can be good investments – and one I like
Patrick Poke,
A Rich Life
Equities
2 ASX mining stocks that could double (or more) in a year
Tom Stelzer,
Livewire Markets
Equities
This recently triggered market signal has never failed to predict gains
Andrew Mitchell,
Ophir Asset Management
Private Assets
Metrics Real Estate Income Fund: broadening access to a wider range of
investors
Chris Conway,
Livewire Markets
view all
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