Koda Capital

Earlier this year, we released our “Rising Tide: How Non-Profit and Philanthropic Investors Approach Responsible Investing” report, highlighting key findings from our survey of leading investors across Australia. You can also explore how these insights can shape the future of investing by viewing the full report here https://lnkd.in/g2ux-v-8. Additional insights from Koda Capital, including reports, podcasts and videos are available at https://lnkd.in/gWKE7je. Check out the attached infographic for essential takeaways. #RisingTide #ResponsibleInvesting #KodaCapital #ImpactInvesting

In the latest episode of Inside the Rope, David Clark interviews Dr Manny Pohl AM, a trailblazer in Australia’s fund management landscape, recognised for his roles at Hyperion and ECP Asset Management. Manny dives into the critical values of humility and teamwork, emphasising the importance of building a sustainable business. Notably, ECP has delivered a remarkable annual return of 13% since its inception in July 2012, surpassing the market’s 10% p.a. This episode is packed with compelling personal stories, valuable fund management insights, and actionable advice for investors navigating the complex world of wealth management. Don’t miss it! Apple Podcasts at https://lnkd.in/gkK4ESA2 SoundCloud at https://lnkd.in/gvKEUSvz Spotify at https://lnkd.in/gRJahfVc Go to our website for more podcasts at https://lnkd.in/dDwz9DU. #InsideTheRope #KodaCapital #InvestmentInsights

Congratulations to the Koda Capital runners who participated in the JPMorgan Corporate Challenge in Sydney last night. A dozen Kodans successfully ran, jogged and walked their way around Centennial Park in support of the Indigenous Marathon Foundation. This year marks the 11th consecutive year of our participation in JPMCC. We appreciate the hard work of the #jpmcc event organisers for another fun year and all around well-run event.

In the latest episode of Inside the Rope, David Clark interviews Dafina Toncheva, General Partner at USVP, a leading U.S.-based venture capital firm. She shares her journey from Communist Bulgaria to Harvard and Stanford, highlighting USVP's strong track record of managing 12 funds—11 profitable—with 93 IPOs and over 100 M&A transactions. Dafina focuses on early-stage investments in software, cybersecurity, and digital health. She discusses her pivotal role at Venrock, where she led the first institutional investment in Cloudflare, turning initial skepticism into significant returns. Her insights on meritocracy, free markets, and disciplined investment strategies make this episode a must-listen for anyone in the venture capital space. Apple Podcasts at https://lnkd.in/g3xM5-Jn SoundCloud at https://lnkd.in/gsJJwFHN Spotify at https://lnkd.in/g3sxxa8g Go to our website for more podcasts at https://lnkd.in/dDwz9DU. #kodacapital #podcast #insidetherope #venturecapital

Investors who align their decisions with their core values and mental models tend to experience higher levels of personal and professional satisfaction and success. A clear understanding of these cognitive frameworks enables more effective navigation of financial complexities and enhances resilience during market fluctuations. By investing with intention, we can strengthen our strategies while remaining true to our beliefs. Our Adviser & Partner, Matthew Donat (CA), recently collaborated with Steve Macdonald, Founder of Beyond Leadership and Map Of Me, on a white paper exploring the role of personal values in shaping investment choices. #Investing #Values #FinancialSuccess #PurposeDrivenInvesting #InvestmentStrategy #KodaCapital Access the full article here: https://lnkd.in/gYeWq4Ez.

We were fortunate to welcome Koda Capital’s Chief Investment Officer, Norman Zhang, CFA to Brisbane this week. Following his international research trip earlier this year, Norman shared insights on our global outlook, the potential consequences for markets, and how these factors influence our current approach to portfolio construction. The discussions were dynamic and insightful, providing valuable learnings and sparking engaging conversations. Thank you to friends of Koda Capital who joined us at the event. #kodacapital #InvestmentInsights #PortfolioConstruction

In this episode of Inside the Rope, David Clark interviews Michael Rosen, co-founder and CEO of Context Capital Management, LLC. They explore Michael's journey in finance, the founding of Context Capital, and its focus on convertible bonds. Michael discusses managing $2.7 billion with an average return of over 12% per year, while reducing risk through strategies like shorting equities. He also draws parallels between running a restaurant and an investment firm, emphasising preparation and teamwork. Don’t miss Michael’s insights on future opportunities in convertible markets! Apple Podcasts at https://lnkd.in/gDbByN5x SoundCloud at https://lnkd.in/gfTydm8V Spotify at https://lnkd.in/gBDxCrQH Go to our website for more podcasts at https://lnkd.in/dDwz9DU. #kodacapital #podcast #insidetherope

Koda Capital is actively hiring! Become part of a dynamic team where your contributions make a difference. If you’re ready to take on new challenges and grow with us, we want to hear from you. Associate (Sydney) - https://lnkd.in/gDjebQC4 State Office Manager (Perth) - https://lnkd.in/g9jPbc3D #KodaCapital #JobOpportunity #JoinOurTeam #CareerGrowth #TeamCulture

The Employee Share Scheme (ESS) is a compelling wealth generation tool for executives, presenting exciting opportunities alongside its complexities. A well-crafted strategy from the beginning can unlock these benefits and help navigate potential challenges effectively. Our Adviser & Partner, Sabil Chowdhury, has recently shared his expertise in an article on ESS for InCorp Advisory Australia. Discover valuable insights that could enhance your strategy! Access the full article here https://lnkd.in/d2hV9c66 #EmployeeShareScheme #KodaCapital #investmentstrategy

In episode 179 of Inside the Rope podcast, Koda Capital Adviser & Partner David Clark interviews Jim Eddy, founder and CEO of Jamberoo Action Park. Jim shares his journey on his transition from a land surveyor at BHP to developing Jamberoo Action Park after exploring different ventures, including dairy farming and real estate, highlighting how personal challenges shaped his business approach. The conversation covers key lessons in wealth management, including risk management and navigating debt, especially during tough times. Jim emphasises the importance of thorough research and continuous learning, sharing insights gained from major U.S. theme parks to improve safety and operations at Jamberoo. Tune in for valuable insights from Jim’s inspiring story! Listen on Apple Podcasts at https://lnkd.in/guPyZ2ac, SoundCloud at https://lnkd.in/gYhrAaby and Spotify at https://lnkd.in/gxJEEaxB. Other podcasts from Koda Capital are available on Koda's site at https://lnkd.in/dDwz9DU. #kodacapital #podcast #insidetherope