Leaders

Troy is a Partner and Adviser at Koda Capital. Troy is a FASEA-compliant financial adviser holding a Bachelor of Commerce and SMSF Specialist Advisor designation. He became a member of the Inside Network and an inaugural member of the Advisory Committee; seeking to learn from his peers and share his own wisdom from many years in the industry.

Traditional infrastructure has been impacted heavily during the pandemic as human movement is restricted to all but its basic levels. The RARE Income Fund has been the standout performer within the Infrastructure fund peer group, due to its high weighting in defensive utility assets. We took the opportunity to digest RARE Infrastructure’s latest portfolio insights…

Listed fund managers Janus Henderson (JHG) and Pendal (PDL) share plenty of similarities: they are both predominantly value-style managers, and they both offer funds spanning North America, UK/Europe and Australasia.

As an investment style, growth has hammered value in recent years – and this outperformance has only widened in the COVID-19-affected markets.   According to Bank of America, growth strategies have outperformed value strategies by nearly 8 percentage points since 2007, and that spread has extended further in 2020 as growth stocks – led by…

While the market appears to be focused on all things Afterpay (ASX:APT) and the ‘Buy Now Pay Later’ phenomenon, the sector is a little too hot for us to dip our toes in, but “well done” to those that have. In this piece we look at a similar sector also doing well during the Covid-19…

The top 10 superannuation fund performers of last year have had a shake-up as a result of the pandemic induced stock market crash, highlighting the danger of selecting funds based on short-term performance. Balanced superannuation funds returned -9 per cent in March but bounced back in April by 3 per cent, according to the latest…

This week we take a look at Wesfarmers who is a key beneficiary from the Work From Home trend during COVID-19 lockdowns.   WES is a diversified conglomerate with operations across retail department stores, home improvement, office supplies, resources, chemicals, energy and industrial products. Primarily though, the company is a consumer-facing business due to its…

On the ASX, shares of Platinum Asset Management Ltd (ASX: PTM) and Telstra Corporation Ltd (ASX: TLS) are a popular dividend ‘stalwart’ that every income-focused investor knows and follows. 

Packaging company Orora Group is benefiting from the shift in Australians’ beverage consumption habits to more at-home drinking. Orora does the majority of its business in the beverage industry. Its strong position in beer and wine packaging both here and in the United States has attracted the attention of DNR Capital, which has added the…

With historic levels of volatility being experienced in even the lowest risk asset classes like Government Bonds, we thought it worth providing a refresher on the capital structure of modern-day corporates and more importantly banks. We will also provide a short summary of the difference between a ‘normal’ bond and the unfortunately named ‘junk bond’….

Sustainability focused investing has been gathering pace over the last decade, with equity funds attracting a lion’s share of interest from investors focused on ESG.  According to IMF data as of mid-June last year, fixed income strategies account for less than one-fifth of the assets under management.  Yet, the bond market is almost double the…

With investors desperately searching for strategies that have held up in the COVID-19 crash, the Cor Capital Fund is one that stands out, with a return for the March quarter of 0.47 per cent, net of fees – and a rise in April, at time of writing, of 2.75 per cent.