In this episode David interviews Armen Panossian, co-CEO and head of Performing Credit at Oaktree Capital Management, known for its successful management of distressed debt. Armen outlines his background in finance and his journey at Oaktree since joining the firm in 2007. He discusses Oaktree's foundation in 1995, its investment philosophy emphasising risk control, and its focus on credit investment. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The conversation also highlights the d ..read more

In this episode of "Inside the Rope," host David Clark welcomes back Tim Carleton, Chief Investment Officer at Auscap Asset Management, to discuss his fund's performance and investment strategy. The Auscap Long Short Fund has achieved a notable compound annual growth rate of 16.1% since its inception (December 2012 to March 2024). During the episode, Tim shares his perspectives on various investment topics, including challenges and opportunities in the current market, his cautious approach toward sectors like China and iron ore, and his strategies for managing assets like the Charter Hall reta ..read more

In this episode of "Inside the Rope," David chats with Amy Pham, Fund Manager at Pengana, about the changing world of property investment as interest rates change and more people work from home. They dive into how these changes are affecting properties in Australia, especially offices, and compare it to what's happening around the world. Amy highlights the trends in industrial and retail properties, why data centres are becoming hot spots for investors, and why it's important to consider environmental, social, and governance (ESG) factors when making investment choices. Amy shares her own stor ..read more

In this episode of "Inside the Rope," host David Clark welcomes back Dr. Craig Collie from Regal Funds Management to delve into the groundbreaking developments in the field of weight loss drugs, particularly focusing on Ozempic, a GLP-1 category drug revolutionizing obesity treatment. Dr. Collie, who runs the Regal Healthcare Long Short Fund, shares his expert insights on how this new category of drugs is poised to transform the healthcare industry and wealth management strategies. Listeners are given a comprehensive overview of Ozempic's potential market impact, underscored by Dr. Collie's pr ..read more

In this episode, David is joined by Koda Capital Chief Economist Brigette Leckie to discuss global economic performance, the impact of artificial intelligence on economies, and the implications of upcoming elections, particularly in the US, for the economy and investment markets. Brigette and David also touch on the current wars and their potential economic impacts. Brigette shares her experience gained across the financial services industry and provides her outlook on asset classes, contrasting her views with the consensus on the street. The episode also covers a range of other topics, includ ..read more

In this episode, host David Clark interviews Phil King, the Chief Investment Officer and co-founder of Regal Funds Management. King discusses his passion for investing and the enjoyment he finds in working with top companies worldwide and building a successful team at Regal. Despite his significant achievements, Phil is noted for his humility and simple lifestyle, emphasising substance over appearances in both his personal life and investment strategy. Phil shares insights into his approach to investment, highlighting the importance of curiosity, good listening skills, and an ability to remain ..read more

In this episode of "Inside the Rope", David interviews Frank Macindoe, advisor and partner at Koda Capital, who manages the Koda Enduring Equities portfolio. This portfolio, focusing on ASX-listed shares, has achieved an impressive compound annual growth rate of over 14.8% over 15 years to November 2023. The discussion revisits the fund's performance, noting a 10% increase in the final quarter of 2023, despite the challenging period discussed in a previous episode six months prior. The conversation also honours the late Charlie Munger, highlighting his profound impact on investment strategies ..read more

In this episode of Inside The Rope, David is joined by Ian Beatty the Managing Partner of SecondQuarter a fund that primarily invests in growing but commercially viable Australian and New Zealand technology businesses. Ian and David discuss the difficulty of investing in venture capital businesses in the current environment, alongside the opportunities that it presents for investors. Growing up in Melbourne and spending his weekends on the family's sheep farm, Ian has always had a keen interest in financial markets thanks to his father's involvement in the industry. Ian began his career before ..read more

John joins David again to discuss the current market uncertainty and how Bronte Capital is choosing to invest. John touches on several key topics that are currently being discussed by investors. such as Russia's invasion of Ukraine, the impact China's Covid-Zero policy is having on supply chains, as well as green technology and the capital expenditure necessary to allow countries to go entirely carbon zero. Finally, John touches on where Bronte is currently looking for opportunities today, including countries in central and eastern Europe such as Poland. John has been a financial markets profe ..read more

In this special live episode of Inside The Rope, David is joined by Alexandra Clarke (Portfolio Manager at Ellerston Capital), Rhett Kessler (Fund Manager and Principal for Pengana's Australian Equities Fund) and Phil King (CIO of Regal Funds Management) to discuss the behaviours and traits of successful investors. Touching on some of the more defining moments of their respective careers, the three panellists cover some of the most challenging markets they have faced to date, as well as where they are seeing opportunities today ..read more