Koda finds value in litigation finance, insurance-linked securities
24 Mar 2023
Jassmyn Goh
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 adding to agricultural investments, litigation finance, and insurance-linked securities for more stable sources of risk and return that were uncorrelated to equity market movements.
Read the full story at citywire.com
Latest news
The worst way to give your kids money, according to banks
12 Jul 2024
Lenders will cut loan sizes if there is family money involved. Tim and Catherine are borrowing money from family to buy their first home. What they don’t realise is if Catherine’s parents loan them $100,000, it will cut their borrowing power from the banks by $270,000. This is because the bank will factor in the...
Leading adviser team joins Koda Capital
27 May 2024
High-net-worth advice firm Koda Capital has poached three advisers from rival JBWere, who together spoke for nearly $1 billion in client assets. Street Talk understands Simon Talbot, Elizabeth Watson and Caitlin Laffey have tendered their resignations at the NAB-owned wealth management group and are due to resurface in Koda Capital’s Melbourne office in July. Talbot...
Subscribe to Koda insights
*Please note that the majority of research Koda produces and distributes is client-access only. Subscribing to the insights distribution list will only give you access to publicly available Koda reports.