Catherine Allfrey: How to identify superior corporate DNA

David Clark

Koda Capital


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 300's 10.1%. In this episode, we discuss Catherine's background, as well as her style of investing, and the metrics Wavestone use to value companies. With Catherine a successful individual in the funds management industry, we are able to touch on some of the challenges facing females in the industry today. Finally, Catherine provides her outlook on current markets, as we surpass record highs and continue to move forward.

Catherine has more than 20 years of investment management experience working for companies such as SBC Warburg, Prudential and Colonial First State. She holds a Bachelor of Economics (major in Japanese) and a Graduate Diploma in Applied Finance and Investment.

Catherine’s background was as a bank credit analyst followed by stock analysis roles both for a stockbroker and then a fund manager. Catherine became a portfolio manager for CFS in 2002 managing the Sector Neutral Fund as well as the Trans Tasman Share Fund.

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This research note has been prepared without consideration of any client's investment objectives, financial situation or needs. Before acting on any advice in this document, Koda Capital Pty Ltd recommends that you consider whether this is appropriate for your circumstances. While this document is based on the information from sources which are considered reliable, Koda Capital Pty Ltd, its directors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information contained in this document is complete or accurate. Koda does not accept any responsibility to inform you of any matter that subsequently comes to its notice, which may affect any of the information contained in this document. © Copyright Koda Capital 2020 | AFSL: 452 581 | ABN: 65 166 491 961 | www.kodacapital.com

David Clark
Adviser & Partner
Koda Capital

David Clark is an Adviser & Partner at Koda Capital. In his podcast ‘Inside the Rope’, David interviews some of the leading minds in wealth management.

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