Targeting 20% returns from US natural gas assets

David Clark

Koda Capital

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Andrew joins David to discuss the Longreach Energy Income Fund, a fund that targets a total return of 20% p.a. (net of fees) inclusive of an income return target of 8% p.a. by investing in US energy through real assets, such as producing land and mineral interests.

As economies transition towards a future global energy mix increasingly powered by renewable energy, Longreach argue that natural gas offers the most sustainable bridge to greener technologies. Throughout the episode, Andrew covers the investment opportunity available in US natural gas assets, and in particular how this compares to global counterparts including Australia.

Andrew has extensive principal investment experience in global upstream gas and oil, gained during a career that has seen him co-found and lead the London office for the gas and oil investment division of Macquarie Bank. He has particular expertise in transaction execution, financial modelling, and structuring investments as well as identifying attractive projects and evaluating the commercial potential of assets.

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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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