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Podcast: 'Inside the Rope' with David Clark (of Koda Capital) featuring Philip King

Regal Funds Management is pleased to share the latest podcast from David Clark at Koda Capital which features our Chief Investment Officer, Philip King, as part of a special COVID-19 series.

Please listen via one of the following methods:

Episode summary:

Late last year when David last spoke with Phil (ep. #48), Phil believed it was a great time to invest. However, throughout this episode, Phil argues that it's important investors change their portfolios as the facts change. Investors should constantly ask themselves, "Is my thesis still valid?" -- and as we have seen in recent months, COVID-19 has largely disrupted everyone's thesis.

Despite the recent bounce in markets, Phil thinks that it will be a while before we see the true bull market return. However, he highlights the opportunities presenting themselves in the small to mid-cap space of Australian equities compared to the traditional high yielding value traps that many Australians have typically favoured.

Since inception in Feb 2015 the Regal Australian Small Companies Fund has returned 20.1% p.a. (as at April 2020).

 

Note: Regal has, or is likely to have in the future, a position in the securities which are mentioned in this podcast.

 

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