Inside the Rope with David Clark

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 of the QVG Opportunities Fund, Tony manages money for sophisticated clients and institutions. The fund returned 9.3% in FY19 and has grown by 55% since its inception in June 2017.

In this episode we speak with Mattias Westman, Founding Partner at Prosperity Capital Management. In particular we discuss Prosperity’s investment strategy, which focuses on public companies in Russia and the former USSR and which has led the fund to produce a compound annual growth rate of 25% p.a. since its launch in 1999. The firm manages US $3 billion on behalf of institutional grade investors such as sovereign wealth funds, pension funds and family offices.

Haydn Smith is a Portfolio Manager at Tribeca Investment Partners and runs Tribeca’s Global Natural Resources Credit Fund. Haydn joins us to talk about the double-digit returns the fund is earning by lending to mining companies. Prior to Tribeca, Haydn was formerly the Global Head of Macquarie Bank's Mining Finance Group.

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 class along with his outlook.

Roberto Cagnati is Co-Head of the Portfolio Management business unit for Partners Group and a member of the firm’s Global Portfolio Committee. Partners Group is one of the world’s largest Private Equity investors with more than US$80bn under management and over 1,000 employees spread across 19 countries. We discuss Partners Group’s Global Value Fund and the team’s process for evaluating investments, as well as the Private Equity market in general.

With a PHD in Neuroscience & Psychology, Chelsea is a well known keynote speaker on Mindfulness. We discuss Mindfulness and the complexities that increasing wealth brings to happiness.

I speak with Michael Heine about his family's long entrepreneurial track record from escaping Nazi Germany to successfully listing Netwealth in 2017. We cover topics such as selecting an adviser, intergenerational wealth and being an entrepreneur.

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

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 investment in CSL and the recycling company BIngo.

Kim Morrison joins us to discuss investing in agriculture and specifically water rights, a strategy that has been very successful for Kim over the last 10 years.