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Koda Wins ‘Best for ESG Investing’ in Prestigious Euromoney Awards

03 Apr 2023

In the recently released Euromoney 2023 Private Banking Awards, Koda Capital was named ‘Best for ESG Investing’ in Australia. The Private Banking Awards for 2023 have been researched and managed by Euromoney’s research team and external judges, and have also incorporated editorial advice. Full results and more details on the awards can be seen at...

Koda finds value in litigation finance, insurance-linked securities

24 Mar 2023

Volatility in listed equities has led the wealth manager to different sources of returns. Already heavily defensively positioned, Koda Capital has been adding more defensive exposures to income diversifiers over the past six to 18 months as volatility continues to rock equities. Jonathan Ayres, managing partner at Koda, said the $10bn wealth manager had been...

From Good to Great – Critical Ingredients for Fundraising Teams

01 May 2023

This paper is written for fundraisers committed to honing their craft and in search of best practice. It draws on Koda’s in-house experience of fundraising, advising fundraisers and working with philanthropic community. The paper highlights seven critical ingredients to get fundraising teams from good to great.

Raising & Investing Endowment Capital in the Education Sector – March 2023

07 Mar 2023

For many schools and universities, the desire to create endowment capital is a top priority. This report, a collaboration between Koda and leading global strategic consulting firm, CCS Fundraising, explores endowment fundraising best practice and looks at how to successfully invest endowment capital.

Ep 144:

Kim Morrison – The role of institutional capital in agriculture

18 May 2023 | 38:56 mins

In this episode of Inside The Rope, David is joined once again by Kim Morrison, the Chief Investment Officer at Argyle Group. Kim joins David to discuss the Argyle Water Fund, a fund that aims to provide investors with opportunities to invest in water rights and agricultural assets in Australia. By investing in these assets,...

In this episode of Inside The Rope, David is joined once again by Kim Morrison, the Chief Investment Officer at Argyle Group.

Kim joins David to discuss the Argyle Water Fund, a fund that aims to provide investors with opportunities to invest in water rights and agricultural assets in Australia. By investing in these assets, the fund seeks to generate long-term returns for its investors while supporting the growth and development of the agricultural sector. By investing in water rights, the fund helps farmers unlock capital from their balance sheets, allowing them to transition to high-value crops and undertake long-term developments. This enables farmers to access their own private capital, leading to increased capacity to make their operations more sustainable.

The episode also highlights the stability of the legislative framework governing water rights in Australia. Including the deliberate processes implemented by the government, including buybacks, to balance water allocation between environmental flows and consumption. Kim also covers the concerns about environmental impacts, such as fish deaths, which can be attributed to natural factors like rainfall and flooding, rather than excessive water extraction by agriculture.

Ep 142:

Mitch Taylor – Protecting capital against higher inflation

26 Apr 2023 | 37:41 mins

In this episode of the “Inside the Rope” podcast, host David Clark interviews Mitch Taylor, co-founder of Longreach Credit Investors and manager of the Longreach Direct Lending Fund. The Longreach Direct Lending Fund writes senior loans to Australian and some New Zealand corporate borrowers, focusing on highly creditworthy borrowers that may have been neglected by...

In this episode of the “Inside the Rope” podcast, host David Clark interviews Mitch Taylor, co-founder of Longreach Credit Investors and manager of the Longreach Direct Lending Fund.

The Longreach Direct Lending Fund writes senior loans to Australian and some New Zealand corporate borrowers, focusing on highly creditworthy borrowers that may have been neglected by traditional banks. Mitch explains how the fund is protecting against higher interest rates and inflation, and discusses the fund’s performance over the past 12 months, which has returned 8.74%. Mitch also touches on his background in credit and his experience working on a distressed credit trading desk during the 2008 financial crisis, which has informed the Longreach Credit Investors’ approach to protecting capital.

Mitch has a background in credit, including 16 years with Macquarie Group in Australia and the US markets. He also worked for Corda Mentha in insolvency and advisory work before joining Longreach Credit Investors in 2017. Mitch Taylor was previously a guest on episode 15 back in 2018.

Koda in numbers

23

Average years of experience (Koda Partners)

46

Partners

114

Koda team members

4

Offices around Australia