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 Capital Welcomes Emigrant Partners as a Minority Strategic Investor

12 May 2022

Koda Capital welcomes Emigrant Partners as a minority strategic investor to support the next phase of growth, commitment to partner ownership and independent advice model Koda Capital (“Koda”), a leading independent financial advice firm for high-net-worth clients today announced that Emigrant Partners, the US-based capital and advice partner, will become a strategic minority investor in...

Koda Capital Achieves Top Ten Ranking In AFR’s 2022 Best Places to Work

27 Apr 2022

Today the Australian Financial Review, in partnership with leading Australian innovation consultancy Inventium, published the best places to work across Australia and New Zealand. The assessment behind the rankings was made up of an employee survey and a written submission, with questions relating to policies, practices and programs that exist within each nominated organisation to...

Alternative Assets for Superior Diversification and Returns

11 May 2022

When managing money in a world full of uncertainty, diversification is more important than ever. Alternative assets provide investors access to superior portfolio diversification and lower levels of volatility, which typically increases the likelihood of achieving an investor’s objectives over the long-term. In this paper, we discuss the role alternatives play in portfolios and explore...

Risk Management Guide and Health Check – A guide for not-for-profits and social enterprises

27 Oct 2021

For non-profits, risk management is an ongoing task that delivers impact while reducing exposure to unwanted outcomes. To help manage risks that you may be facing at your organisation, the Risk Management Guide and Health Check , a guide for non-profits and social enterprises, could be helpful. The guide is produced for Koda and its...

Ep 121:

Mark Landau – Absolute returns throughout the cycle

22 Jun 2022 | 38:51 mins

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 L1’s flagship long short fund, Mark and the L1 team have generated strong outperformance over the index, with the fund returning 26.7% over the past 12 months to...

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 L1’s flagship long short fund, Mark and the L1 team have generated strong outperformance over the index, with the fund returning 26.7% over the past 12 months to May 2022 alone, against the ASX/S&P 200’s 4.8%. Over a longer 7 year period to May 2022, L1’s Long Short Fund has returned 23.5% p.a. against the ASX/S&P 200’s 7.6% p.a.

Mark is a Joint Managing Director & Chief Investment Officer of L1 Capital. Since co-founding L1 Capital in 2007, Mark has jointly managed L1 Capital’s Australian equities strategies including the flagship L1 Capital Long Short Strategy.

Launched in 2014, the Long Short Strategy has delivered net returns of greater than 25% in 6 out of the 7 calendar years it has been running and is the best performing long short fund in Australia since inception (FE Fund Info database).

Ep 120:

Chris Joye – Where to hide from inflation

09 Jun 2022 | 42:52 mins

In a rising rate environment, Chris Joye joins David to discuss where investors should look for returns going forward. Throughout the episode, Chris covers a range of different asset classes, such as Private Debt, Bonds, Property, Equities and Cryptocurrencies. Chris also touches on how far he expects the RBA to raise rates, and the broader...

In a rising rate environment, Chris Joye joins David to discuss where investors should look for returns going forward. Throughout the episode, Chris covers a range of different asset classes, such as Private Debt, Bonds, Property, Equities and Cryptocurrencies.

Chris also touches on how far he expects the RBA to raise rates, and the broader consequences on asset prices such as his expectations of a 15-25% reduction in residential real estate prices as rates continue to rise.

Finally, David and Chris also discuss recent geopolitical events such as Russia’s invasion of Ukraine, as well as the additional ongoing risks that geopolitical events pose to financial markets and asset prices.

Chris founded Coolabah Capital back in 2011 and is also contributing editor to the AFR. Prior to starting Coolabah, Chris worked at both Goldman Sachs and the RBA.

Koda in numbers

23

Average years of experience (Koda Partners)

40

Partners

81

Koda team members

3

Offices around Australia