Matthew Kidman: Who's lying and who's not – Investing in small caps

David Clark

Koda Capital


Matthew joins David to discuss his fund The Level 18 Fund, as well as his career to date. Matthew began his career as a finance journalist for the Sydney Morning Herald in 1994 before working under Geoff Wilson at Wilson Asset Management for 13 years, and then ultimately establishing his own funds management business, Centennial Asset Management.

Matthew's fund, The Level 18 Fund which was established in 2015, has generated returns of 17.30% per annum to March 2022.

Matthew is the Principal and Portfolio Manager at Centennial Asset Management. Prior to this, Matthew worked as a portfolio manager/CIO at Wilson Asset Management for 13 years between 1998 and 2011, helping to build the business and excellent long-term investment track record, achieving 18% p.a over the period. Before his career as an investment analyst, Matthew worked as a finance journalist at the Sydney Morning Herald between the years 1994 and 1998, and in 1997 was made business editor.

Not already a Livewire member?

Sign up today to get free access to investment ideas and strategies from Australia’s leading investors.

More podcasts

If you're enjoying Inside the Rope and don't want to miss a future episode, click 'follow' below to get notified when a new episode is released.

Follow on Facebook

........
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.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.