Stephen Otter
speaker
116 appearances
1 recordings
1 series
first heard Jun 2026
last heard 16 Jun
Stephen Otter’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
Yeah, correct.
So we see royalties as being a two trillion market opportunity, and that's because it's across many different sectors.
So we see it primarily in the healthcare sector.
So when you buy or create a royalty over a specific treatment in the healthcare space and you receive a percentage of the revenue from the asset when it's sold.
We see it being very large in the entertainment space, as you alluded to in your intro.
It's music, it's film and TV, it's music from film and TV.
It's also things like video gaming, book royalties, theater IP, YouTube royalties, and then it's very big in the energy space.
As you mentioned, there's a lot of listed mining royalty players in Australia.
But it's also very big in gas.
It's very big in carbon.
So it's an incredibly diverse opportunity set.
I think the key thing to remember about royalty investing and why it's slightly different from an equity or credit investment is the following three features.
The first is we are an asset owner.
So we typically are an owner of an asset of things like IP, so copyrights, patents, license agreements.
We also own subsurface rights and land title.
So that makes us different from credit.
We are the asset owner.
We're not lending.
Number two, though, and this is what makes us different from an equity or an infrastructure type investment.
While we own the asset, we don't operate the asset.
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