Justin Borus - Israel's once in a cycle opportunity

David Clark

Koda Capital

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 is the Founder and Chief Executive Officer of Ibex Investors, an investment firm that focuses on niche and differentiated strategies, primarily through Israeli start-ups and growth companies. Prior to Ibex, Justin worked at Bear, Stearns & Co. Inc, while also serving on the Board of Directors of various non-profits.

During the episode, Justin and David discuss the recent revaluations of fast-growing technology companies around the world and how this has presented great opportunities for the Israel fund. Justin explains the minimal impact that inflation has had on the strategy due to the pricing power that its companies possess. He also compares the current outlook for the public and private markets in Israel, emphasising the fund’s recent focus on publicly listed companies that have had significant revaluations. Justin then highlights the tremendous opportunities that will arise on the private side in the next 6-18 months, when the fund plans to shift its focus toward these companies.

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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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