Inside the Rope with David Clark

Ep 123: Damon Petrie - Enhancing the food chain with disruptive technologies

18 Jul 2022

Contributed by Lukas

Damon Petrie a consultant investment director at ADM Capital and joins David to discuss the Cibus fund that is focused on investing in food businesses...

Episode 122 - Ian Beatty - Trading liquidity for opportunity

04 Jul 2022

Contributed by Lukas

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 c...

Ep 121: Mark Landau - Absolute returns throughout the cycle

20 Jun 2022

Contributed by Lukas

Mark joins David to discuss his career and as well as the origins of L1 Capital that he founded in 2007 alongside Raphael (Rafi) Lamm. Since starting ...

Episode 120: Chris Joye - Where to hide from inflation

07 Jun 2022

Contributed by Lukas

In a rising rate environment, Chris Joye joins David to discuss where investors should look for returns going forward. Throughout the episode, Chris c...

Episode 119: John Hempton - Cutting through the uncertainty

30 May 2022

Contributed by Lukas

John joins David again to discuss the current market uncertainty and how Bronte Capital is choosing to invest. John touches on several key topics tha...

Episode 118: Thomas Weber - Long-term sustainable growth through alternate assets

16 May 2022

Contributed by Lukas

Thomas Weber (German/Swiss) is a co-founder and a Managing Partner at LGT Capital Partners Ltd. He chairs the firm’s Alternative Investment Committe...

Ep 117: Live Event - Phil King, Rhett Kessler & Alexandra Clarke; Behaviours of successful investors

02 May 2022

Contributed by Lukas

In this special live episode of Inside The Rope, David is joined by Alexandra Clarke (Portfolio Manager at Ellerston Capital), Rhett Kessler (Fund Man...

Ep 116: Matthew Kidman - Who's lying and who's not.. Investing in small caps

18 Apr 2022

Contributed by Lukas

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 Syd...

Ep 115: Garry Edwards - Diversification & scale in agriculture assets

04 Apr 2022

Contributed by Lukas

Garry joins David in this episode to discuss his past experience as well as the AAM Diversified Agriculture Fund (ADAF), a strategy that targets a tot...

Ep 114: Alex Hone - Providing predictable investment outcomes

21 Mar 2022

Contributed by Lukas

Alex joins David to discuss the Realside Capital Flagship Fund, a fund primarily focused on private debt that has delivered returns to investors of 13...

Ep 113: Ben Krasnostein - Working towards a zero carbon future

07 Mar 2022

Contributed by Lukas

Ben joins David to discuss Kilara Capital a fund manager that he co-found in 2017 that focuses on investment opportunities that work toward sustainabl...

Ep 112: Chris Stott - Finding the inefficiencies within Australian small caps

21 Feb 2022

Contributed by Lukas

Chris joins David to discuss his fund, the 1851 Capital Emerging Companies Fund. Since inception in Feb 2020 till Dec 2021, the fund had produced a co...

Ep 111: Mattias Westman & Akshay Bhutiani - Value amongst volatility; investing in Russia

04 Feb 2022

Contributed by Lukas

In this episode, David is joined by Mattias Westman & Akshay Bhutiani of Prosperity Capital Management. A fund manager that focuses on investing in pu...

Ep 110: Karl Wellner - Family matters - Managing the wealth of family offices

24 Jan 2022

Contributed by Lukas

In this episode, David is joined by Karl Wellner of Papamarkou Wellner Asset Management, a US firm that provides investment solutions to some of Europ...

Ep 109: Warren Ebert - Buying property at the right price

10 Jan 2022

Contributed by Lukas

In this episode, David is joined by Warren Ebert the founder and CEO of Sentinel Property Group. A group that has secured over $2bn of property transa...

Ep 108: Lucas White - Investing in energy efficiencies

27 Dec 2021

Contributed by Lukas

According to Jeremy Grantham a co-founder of GMO, global warming will be the most important investment issue for the foreseeable future. In this epi...

Ep 107: Erik Sprinchorn - Nordic Innovation

13 Dec 2021

Contributed by Lukas

David is joined by Erik Sprinchorn of Tin Fonder's New Technology fund. The TIN Fonder New Technology fund is an equity strategy that invests in techn...

Ep 106: Michael Goldberg - Long live value

29 Nov 2021

Contributed by Lukas

The Collins St Value Fund has delivered 19.6% p.a. net return since inception in February 2016 to October 2021 – a result which has seen a total net...

Ep 105: Frank Macindoe - Financial markets, a mean reverting machine

15 Nov 2021

Contributed by Lukas

Following on from their discussion last quarter, fellow Koda Partner Frank Macindoe joins David in another episode of Inside the Rope to provide an up...

Ep 104: Michael Traill - Investing for purpose

01 Nov 2021

Contributed by Lukas

In this episode, Michael joins David to discuss his career and path into investing for purpose. They discuss Michael's involvement in several investme...

Ep 103: Yasmin Allen - Good governance & the future of work

18 Oct 2021

Contributed by Lukas

Yasmin joins David in this episode to define what creates good governance in businesses as well as her thoughts on the future of work. Yasmin has an ...

Ep 102: Adrian Redlich - Capital for agriculture

04 Oct 2021

Contributed by Lukas

Adrian joins the podcast again to discuss Merricks Capital's new agriculture fund. A senior secured loan strategy that provides lending to agricultura...

Ep 101: Catherine Allfrey - How to identify superior corporate DNA

21 Sep 2021

Contributed by Lukas

Since it's inception in July 2009, Wavestone's Dynamic Australian Equity Fund has produced a respectable net of fee return of 11.5% to Aug 2021 compar...

Ep 100: Hamish Douglass - The behaviours of great investors

06 Sep 2021

Contributed by Lukas

In the special 100th episode of Inside The Rope, David is joined by Hamish Douglass of Magellan. Throughout the episode, Hamish references some of the...

Ep 99: Phil Green - Sharing learnings & building resilience

25 Aug 2021

Contributed by Lukas

In this episode, David is joined by Phil Green of The Alceon Group. Phil is generous in sharing his learnings over the years, including that as a CEO ...

Ep 98: Emma Fisher - Common sense investing

10 Aug 2021

Contributed by Lukas

In this episode, David is joined by Emma Fisher, Portfolio Manager and Head of Research at Airlie Funds Management. To date, Arlie's flagship Australi...

Ep 97: Andrew Rado - Gone fishing; delivering sustainable returns through fisheries

27 Jul 2021

Contributed by Lukas

David speaks with Andrew Rado, Managing Director & CIO of Longreach Maris. A strategy that aims to provide an ecologically sustainable investment by d...

Ep 96: John Murray - From Chartered Accountant to the Australian Funds Management Hall of Fame

12 Jul 2021

Contributed by Lukas

In this episode, David speaks with John Murray of Perennial, an Australian Funds Management Hall of Famer. They discuss John's background and career t...

Ep 95: Peter Cooper - Defining the path of a successful investor

29 Jun 2021

Contributed by Lukas

In this episode, David speaks with Peter Cooper of Cooper Investors. Peter founded Cooper Investors in 2001. As Chief Investment Officer, Peter create...

Ep 94: Prasad Patkar & Peter Brooke - Absolute Returns

15 Jun 2021

Contributed by Lukas

In this episode, David speaks with both Prasad Patkar (Head of Qualitative Investments) and Peter Brooke (Head of Quantitative Investments) at Platypu...

Ep 93: Daniel Pickering - Cryptocurrencies - A new asset class?

31 May 2021

Contributed by Lukas

Daniel Pickering is the CIO at The ListedReserve, a fund manager that runs several strategies that invest across the cryptocurrency ecosystem. Being...

Ep 92: Tim King - Investing for a better future

17 May 2021

Contributed by Lukas

David speaks with Tim King of Melior. Melior was established in 2018 by Lucy Steed and Tim King with backing from the founders of Adamantem Capital, R...

Ep 91: David Witkin - Special-Purpose Acquisition Companies

03 May 2021

Contributed by Lukas

Beryl Capital is a strategy run by David Witkin that has typically invested in merger arbitrage opportunities. This strategy has delivered investors n...

Ep 90: Frank Macindoe - Half a year on, Koda's Enduring Equities Portfolio

20 Apr 2021

Contributed by Lukas

Following on from their discussion late last year (2020), fellow Koda Partner Frank Macindoe joins David in another episode of Inside the Rope to prov...

Ep 89: Kenny Arnott - Asymmetric Investing

06 Apr 2021

Contributed by Lukas

Producing annualized returns of 23.33% p.a. since inception May 2013 to Feb 2021, the Arnott Opportunities Fund has outperformed the MSCI by over 15% ...

Ep 5 Recast: Catherine Wood (ARK) - Investing in disruption

25 Mar 2021

Contributed by Lukas

In this special recast, we're trying something a little different. Returning 300% since episode 5 was published in November 2017, ARK has grown into a...

Ep 87: John Hempton - Mass Mania

08 Mar 2021

Contributed by Lukas

John comes back onto Inside The Rope to highlight his views of the market, including the current volatility and headline-grabbing trades such as the G...

Ep 86: Chris Cuffe - Among giants - A pioneer of Australian funds management

22 Feb 2021

Contributed by Lukas

In this episode, David speaks with Chris about his current roles and background to date, in addition to how to pick fund managers along with how inves...

Ep 85: Steve Tucker - The importance of advice

05 Feb 2021

Contributed by Lukas

Steve Tucker former CEO of MLC, and current Koda Capital Chairman joins David in this episode to discuss the evolution of advice and the importance it...

Ep 84: Rajeev Gupta - Creating alpha

18 Jan 2021

Contributed by Lukas

Rajeev Gupta of the Alium Alpha Fund joins David to discuss his career to date, the history of the Alium Alpha Fund, and the businesses that it invest...

Ep 83: Richard Quin - Credit where credit's due

04 Jan 2021

Contributed by Lukas

Richard Quin of Bentham joins David to discuss the history of Bentham Asset Management, including its spin-off from Credit Suisse, along with the vari...

Ep 82: Justin Borus - Israel throughout the pandemic

23 Dec 2020

Contributed by Lukas

Justin joins David again to provide an update on the Ibex Israel strategy, a strategy that has returned 13.4% to the year ending November 2020 (in USD...

Ep 81: Paul Bassat - Seeking new opportunities

07 Dec 2020

Contributed by Lukas

David speaks with Paul Bassat of Square Peg Capital, a firm that invests in early-stage technology companies across Australia, Israel and South-East A...

Ep 80: Chris Andrews - Returns from disciplined lending

23 Nov 2020

Contributed by Lukas

In this episode, David speaks with Chris Andrews, the Chief Investment Officer at La Trobe Financial. La Trobe Financial manages a book of mortgage-ba...

Ep 79: John Hempton - Where to from here?

09 Nov 2020

Contributed by Lukas

John comes back onto Inside The Rope to revisit COVID-19 and discuss the things that he believes Bronte Capital miscalculated at the beginning of the ...

Ep 78: George Bishay - Bonding over impact investing

26 Oct 2020

Contributed by Lukas

David and George discuss how investors can invest ethically in the fixed income space. Impact investing allows investors to not only generate a finan...

Ep 77: Dr Craig Collie - Diagnosing financial markets

12 Oct 2020

Contributed by Lukas

Dr Craig Collie of Regal Funds Management joins David on this episode of Inside the Rope to discuss his career to date, starting as a medical doctor i...

Ep 76: Rob Morrison - Investing in healthcare property

29 Sep 2020

Contributed by Lukas

In this episode, David chats with Rob Morrison from Barwon Investment Partners to discuss the Barwon Healthcare Property Fund. In seeking to identify...

Ep 75: Paul Heath - Inside The Rope - Three years on

16 Sep 2020

Contributed by Lukas

Since launching Inside The Rope three years ago, David has been able to chat with some of the industry leaders in financial services. In this special ...

Ep 74: Frank Macindoe - Experience matters

01 Sep 2020

Contributed by Lukas

Fellow Koda Partner Frank Macindoe joins David in the latest episode of Inside the Rope to discuss his extensive career in both commercial law and fin...

Ep 73: Lindsay Partridge - Laying the foundations for a successful business

19 Aug 2020

Contributed by Lukas

In episode #73 of the Inside the Rope podcast Koda Adviser & Partner David Clark speaks with Lindsay Partridge AM, Managing Director at Brickworks Bui...

Ep 72: Kerry Series - Profit with purpose

03 Aug 2020

Contributed by Lukas

Kerry joins David to discuss impact investing, and his career in financial markets. Throughout the episode, Kerry and David discuss and define what im...

Ep 71: Anthony Millet - Early-stage venture capital

21 Jul 2020

Contributed by Lukas

Anthony Millet from Antler joins David to discuss early-stage venture capital. Antler receives 50,000 applications a year to their programs around the...

Ep 70: Adam Murchie - Picking the winners from the losers in property

07 Jul 2020

Contributed by Lukas

Having an IRR of 26.4% across all transactions in property, Adam Murchie joins David on this episode of Inside the Rope. Adam is a specialist in fund...

Ep 69: Daniel Chersky - Absolute returns from small to mid cap ASX listed stocks

24 Jun 2020

Contributed by Lukas

Delivering returns of 13.38% over the past 6 months (to May 2020), Daniel from Alceon chats with David. Daniel and David discuss the Alceon High Conv...

Ep 68: Charlie Jamieson - How negative yields can still provide positive returns

09 Jun 2020

Contributed by Lukas

What makes for a quality government bond portfolio, and why should investors be attracted to them? In this episode, Charlie and David discuss the ben...

Ep 67: Cullen Gunn - Investing for impact

29 May 2020

Contributed by Lukas

Delivering returns whilst providing impact, Cullen joins David to discuss the Kilter Rural impact investments. Since 1993 Cullen has been working in ...

Ep 66: James McNabb - The COVID effect on credit

18 May 2020

Contributed by Lukas

Managing a credit portfolio across several asset-backed loans (and previously corporate loans), James and the team at Aquasia's enhanced credit fund h...

Ep 65: Phil King - Don't get too bullish too early

12 May 2020

Contributed by Lukas

Regal Small Companies fund has returned 18.4% p.a. (as at April 2020) since inception (Feb 2015). As part of the COVID-19 Special Episodes, David cha...

Ep 64: Chris Bedingfield - Is property defensive in a COVID world?

29 Apr 2020

Contributed by Lukas

How has COVID-19 affected property? In this episode, Chris and David discuss the impact of COVID-19 on property asset prices. Chris is a portfolio ma...

Ep 63: Hamish Douglass - COVID-19, a Black Swan event

23 Apr 2020

Contributed by Lukas

Magellan Global has returned 14.78% over 1 year to the 31st of March 2020. In what Hamish calls a classic Black Swan event, he and David discuss the ...

Ep 62: Martin Rosser - Positive returns through the COVID crisis

14 Apr 2020

Contributed by Lukas

Alium Market Neutral returned 7.2% in March. Martin Rosser joins the podcast again to discuss how the Alium Market Neutral Fund has been able to g...

Ep 61: Adrian Redlich - Double digit returns from asset backed debt

03 Apr 2020

Contributed by Lukas

Adrian runs the Merricks Capital Partners Fund, a fund that provides senior asset secured debt to real estate, agriculture & occasionally infrastructu...

Ep 60: Ben McGarry - Going Long In Capital Preservation

30 Mar 2020

Contributed by Lukas

The Totus Capital Alpha Fund is up 9% CYTD for 2020, during a period when global equity markets have rerated significantly. Throughout the episode, Be...

Ep 59: John Hempton - Central Banks aren't the answer to Coronavirus

15 Mar 2020

Contributed by Lukas

In John Hempton’s eyes, what is occurring in financial markets is not an economic problem that can be solved through central bank stimulus. It’s a...

Ep 58: Chris Joye - Coronavirus, property & debt

10 Mar 2020

Contributed by Lukas

Chris joins David in this special episode to discuss the Coronavirus, housing markets, private debt and LIC stamping fees. Chris is of the view that ...

Ep 57: Jeff Emmanuel - Identifying growth opportunities & picking winners

02 Mar 2020

Contributed by Lukas

Investing in growth opportunities that present themselves as emerging winners, Jeff backs the individuals behind what he identifies as a successful bu...

Ep 56: Kim Morison - Turning water into gold

17 Feb 2020

Contributed by Lukas

Deriving uncorrelated returns to traditional asset classes, as at January 2020 the Argyle Water Fund has returned 19.1% p.a. since inception (2012) by...

Ep 55: Andrew Mitchell - Keeping a finger on the pulse of small caps

04 Feb 2020

Contributed by Lukas

The Ophir Opportunities Fund has returned 26.1% p.a. since inception in August 2012 (net of fees) and their latest Global Opportunities Fund has retur...

Ep 54: Roger Lloyd - Identifying opportunities in infrastructure

21 Jan 2020

Contributed by Lukas

Targeting what Roger refers to as 7/11 (7% income and 4% growth), Palisade's Diversified Infrastructure Fund has returned 10.2% p.a. over the last 10 ...

Ep 53: Tim Carleton - Finding value in large-cap global equities

06 Jan 2020

Contributed by Lukas

Tim Carleton from Auscap joins the podcast for a second time to discuss his new Global Equities Fund as well as the recent performance of the Long Sho...

Ep 52: Gerald Stack - A train set for Christmas

23 Dec 2019

Contributed by Lukas

Sometimes presents that may be perceived as "boring" can eventuate into the most exciting gifts that you have received. The Magellan Infrastructure Fu...

Ep 51: Kee Gan – Brexit creates opportunities in UK property

09 Dec 2019

Contributed by Lukas

Kee explains how property assets with yields of 7-9% are being found across the UK as Brexit fears have reduced competition for certain assets. Kee al...

Ep 50: Rhett Kessler - The emperor has no clothes

25 Nov 2019

Contributed by Lukas

Are the big Australian banks value traps? As the disparity in valuations between value and growth stocks widen, Rhett and I discuss why. The impact of...

Ep 49: Andrew Lockhart – Credit opportunity

11 Nov 2019

Contributed by Lukas

Equity like returns with debt like risk; Metrics Managing Partner Andrew Lockhart discusses the opportunity created by traditional lenders leaving the...

Ep 48: Phil King – A great time to invest

28 Oct 2019

Contributed by Lukas

With the Regal small-cap fund up over 70% CYTD (as at 30 Sept 2019), Phil and I talk the good, the bad & the ugly of financial markets. Phil remains o...

Ep 47: Martin Rosser - Investing through the cycle

14 Oct 2019

Contributed by Lukas

Investing through the cycle and targeting 10-15% returns net of fees is Alium’s focus, and in this episode Martin explains how Alium is able to acco...

Ep 46: Will Douglas - Koda Israel Tour

30 Sep 2019

Contributed by Lukas

Recently I toured Israel with Koda Partner Will Douglas and Ibex Investors to gain insights into the Ibex Israel investment fund. On the four day tour...

Ep 45: Ben Cleary - Tribecca Global Natural Resources

30 Sep 2019

Contributed by Lukas

In what has proven to be a difficult period for Tribeca, Ben and I discuss the reasons for the fund's underperformance and how Tribeca is positioned t...

Ep 44: David Kirk - The Polymath

16 Sep 2019

Contributed by Lukas

Rugby World Cup winning captain and captain of industry David Kirk discusses Bailador, his ASX listed technology investment company.

Ep 43: Stephen Bailey-Smith - Frontier Debt

03 Sep 2019

Contributed by Lukas

Lending money to countries such as Zimbabwe requires skill, knowledge, and experience. Stephen discusses how Global Evolution has become a global lead...

Ep 42: Nelson Yuan - Opportunistic Credit

12 Aug 2019

Contributed by Lukas

Equity-like returns with debt like risk. Nelson Yuan of PIMCO discusses how they use their global footprint to find attractive opportunities in credit...

Ep 41: Hamish Douglass - Global Equities

29 Jul 2019

Contributed by Lukas

Magellan has produced a return of 20% for FY19 and 16% p.a. for the last 10 years. We discuss a wide range of subjects including why the interest rate...

Ep 40: Tony Waters - Australian Equities ex ASX100

16 Jul 2019

Contributed by Lukas

In this episode we chat to Tony Waters of QVG and discuss fast-growing small Australian companies such as AfterPay. As a founder and Portfolio Manager...

Ep 39: Mattias Westman - Russian Equities

01 Jul 2019

Contributed by Lukas

In this episode we speak with Mattias Westman, Founding Partner at Prosperity Capital Management. In particular we discuss Prosperity’s investment s...

Ep 38: Haydn Smith - Natural Resources Debt

17 Jun 2019

Contributed by Lukas

Haydn Smith is a Portfolio Manager at Tribeca Investment Partners and runs Tribeca’s Global Natural Resources Credit Fund. Haydn joins us to talk ab...

Ep 37: Chris Bedingfield - Global Real Estate

04 Jun 2019

Contributed by Lukas

Chris is a Principal and Portfolio Manager for Quay Global Investors, a fund that invests in real estate. We discuss the characteristics of the asset ...

Ep 36: Roberto Cagnati - Private Equity

20 May 2019

Contributed by Lukas

Roberto Cagnati is Co-Head of the Portfolio Management business unit for Partners Group and a member of the firm’s Global Portfolio Committee. Partn...

Ep 35: Chelsea Pottenger - Mindfulness

25 Apr 2019

Contributed by Lukas

With a PHD in Neuroscience & Psychology, Chelsea is a well known keynote speaker on Mindfulness. We discuss Mindfulness and the complexities that incr...

Ep 34: Michael Heine - Family Entrepreneurship

08 Apr 2019

Contributed by Lukas

I speak with Michael Heine about his family's long entrepreneurial track record from escaping Nazi Germany to successfully listing Netwealth in 2017. ...

Ep 33: Adrian Redlich - Private Debt

26 Mar 2019

Contributed by Lukas

Adrian joins us to discuss the opportunity to make double digit returns by lending to property developers.

Ep 32: Rhett Kessler - Australian Equities One Year Later

11 Mar 2019

Contributed by Lukas

Rhett Kessler is one of my favourite investors. We speak with Rhett about his views on the current equity market and outlook, along with his recent in...

Ep 31: Kim Morison - Investing in Water Rights

25 Feb 2019

Contributed by Lukas

Kim Morrison joins us to discuss investing in agriculture and specifically water rights, a strategy that has been very successful for Kim over the las...

Ep 30: Christopher Joye - The Investment Outlook

11 Feb 2019

Contributed by Lukas

Christopher has advised key policy makers in Australia and the US on economic management. In this episode we discuss investing in enhanced cash along ...

Ep 29: Trevor Folsom - Technology Start Ups

23 Jan 2019

Contributed by Lukas

Trevor Folsom retired at age 39 after he and his partner sold their business for more than $100m. Retirement lasted 3 months as Trevor headed back to ...

Ep 28: Justin Borus - Investing in Israel (Part 2)

09 Jan 2019

Contributed by Lukas

We follow up our conversation with Justin from September 2017 and get an update on the outlook for investing in listed and unlisted companies in Israe...

Ep 27: Phil King - Absolute Return Investing

03 Dec 2018

Contributed by Lukas

Phil King has been described by the AFR as "one of Australia's most Astute Investors". We talk to Phil about his absolute return process and how he ha...

Ep 26: Hamish Douglass- Global Investing

12 Nov 2018

Contributed by Lukas

Alphabet (Google), Facebook, Apple and Microsoft. These are some of the investments that Hamish and Magellan believe will provide great returns. Hamis...

Ep 25: John Hempton - Hunting Fraud

31 Oct 2018

Contributed by Lukas

Legendary Short Seller John Hemtpon talks about how to find great long term investments and how he profits from fraudsters.

Ep 24: Craig Evans

16 Oct 2018

Contributed by Lukas

Investing in commodities can often be a roller coaster for investors and subject to extreme volatility. In this episode I speak with Craig Evans a Por...