Our team

Your advice is only as good as the talented team behind it. Our partners, advisers and analysts bring a collective depth of expertise and commitment to excellence.

Koda Wins ‘Best for Sustainability’ in Prestigious Euromoney Awards

22 Mar 2024

In the recently released Euromoney 2024 Private Banking Awards, Koda Capital was named ‘Best for Sustainability’. This is the second year in a row that Koda has won this award, and this recognition reflects the investment Koda has made in its capability and offering in this space. The Private Banking Awards for 2024 have been...

Koda’s ‘Pathway to Partnership’ Built to Retain Talent

09 Jan 2024

The greatest risk for advice practices bringing on Professional Year advisers is making an investment in non-revenue generating employees who then become attractive to recruiters for other firms once they finish their training commitments. But one of the country’s leading wealth firms, Koda Capital, believes it has found a way to create an attractive career...

Do Valuations Matter?

13 Mar 2024

In an investment landscape where traditional valuation metrics are constantly challenged, investors are increasingly asking: do valuations still matter in today’s market? The old principle of mean reversion appears to contradict the phenomenon that expensive assets can climb even higher and seemingly cheap investments can become value traps. The paper discusses the relationship between valuations...

The Principles Of Endowment Style Investing, Part II

29 Feb 2024

In this report we discuss the importance of defining an endowment’s purpose, building effective investment governance policies and prudently managing capital to help achieve the mission and objectives of non-profit organisations. This white paper builds on the principles discussed in Koda’s first endowment investing paper and incorporates best practises observed with clients and leaders from...

Ep 167:

Amy Pham – Property Insights: Navigating Offices, Retail, and Data Centres

04 Apr 2024 | 33:49 mins

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....

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 story, from her early days using math as a strength as a Vietnamese refugee to becoming an expert in econometrics, adding a personal touch to her professional insights.

They also talk about the different kinds of assets you can invest in, how changes in interest rates impact property investments, and the difference between investing in listed properties (like shares) and unlisted equivalents.

Amy has over 25 years of property funds management experience. Prior to joining Pengana she worked at Charter Hall/Folkestone for 6 years, managing a high-conviction AREIT strategy. This team won several industry awards including Financial Standards Property Fund Manager of the Year 2019, Money Management/Lonsec Australian Property Securities Fund Manager of the Year 2018, and Financial Standards Property Fund Manager of the Year 2017.

Amy has held several senior positions including head of property securities at IAG and portfolio manager at Deutsche Asset Management and Perpetual Funds Management. She began her career as a quantitative analyst at Legal & General in 1994.

Amy holds a Bachelor and Honours degree in Economics from the University of New England and University of California Davis.

Ep 166:

Dr Craig Collie – Ozempic and beyond, inside the weight loss drug revolution

21 Mar 2024 | 42:40 mins

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...

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 projection that it could become a sales giant, surpassing current leading drugs by a significant margin. The episode explores the drug’s secondary benefits, its implications for the healthcare sector, and its broader economic effects. Dr. Collie also discusses the strategic positioning of Regal Funds Management in the healthcare investment landscape, highlighting the inefficiencies and opportunities in the healthcare market.

Craig began his career as a medical doctor working predominately in accident and emergency across Australia, New Zealand and the United Kingdom. After completing his MBA at Cambridge University, Craig worked at the Boston Consulting Group in Sydney and New York providing strategic advice to corporations, predominately within the healthcare and financial services sectors.

Immediately prior to joining Regal in 2016, Craig was Head of Healthcare Research at Macquarie Securities Group for five years. Craig holds a Bachelor of Medicine and Bachelor of Surgery from the University of Otago, an MBA from the University of Cambridge and continues to hold full medical registration in Australia.

Koda in numbers

23

Average years of experience (Koda Partners)

46

Partners

114

Koda team members

4

Offices around Australia