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Market Wraps
koda capital
Latest news and analysis on koda capital
Funds
May 29, 2020 11:36
Cullen Gunn - Investing for impact
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...
David Clark
Koda Capital
May 29, 2020 11:36
Funds
May 19, 2020 09:53
James McNabb - The COVID effect on credit
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...
David Clark
Koda Capital
May 19, 2020 09:53
Equities
May 12, 2020 10:11
Phil King - Don't get too bullish too early
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...
David Clark
Koda Capital
May 12, 2020 10:11
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Property
April 30, 2020 09:47
Podcast: Chris Bedingfield - Is property defensive in a COVID world?
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...
David Clark
Koda Capital
April 30, 2020 09:47
Macro
April 24, 2020 09:12
Hamish Douglass - COVID-19, a Black Swan event
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...
David Clark
Koda Capital
April 24, 2020 09:12
Equities
April 15, 2020 08:33
Podcast: Martin Rosser - Positive returns through the COVID crisis
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...
David Clark
Koda Capital
April 15, 2020 08:33
Funds
April 04, 2020 09:03
Podcast: Adrian Redlich - Double digit returns from asset backed debt
Adrian runs the Merricks Capital Partners Fund, a fund that provides senior asset secured debt to real estate, agriculture & occasionally infrastructure. The fund...
David Clark
Koda Capital
April 04, 2020 09:03
Funds
March 31, 2020 09:23
Ben McGarry - Going Long In Capital Preservation - Podcast
The Totus Capital Alpha Fund is up 9% CYTD for 2020, during a period when global equity markets have rerated significantly. Throughout the episode, Ben discusses the...
David Clark
Koda Capital
March 31, 2020 09:23
Investment Theme
March 10, 2020 16:37
Chris Joye on Coronavirus, property & debt
Chris joins David in this special episode to discuss the Coronavirus, housing markets, private debt and LIC stamping fees.Chris is of the view that the increased...
David Clark
Koda Capital
March 10, 2020 16:37
Equities
March 03, 2020 10:56
Identifying growth opportunities & picking winners
Investing in growth opportunities that present themselves as emerging winners, Jeff backs the individuals behind what he identifies as a successful business. He is...
David Clark
Koda Capital
March 03, 2020 10:56
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