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 Wins ‘Best for Sustainability’ in Prestigious Euromoney Awards

22 Mar 2024

In the recently released Euromoney 2024 Private Banking Awards, Koda Capital was named ‘Best for Sustainability’. This is the second year in a row that Koda has won this award, and this recognition reflects the investment Koda has made in its capability and offering in this space. The Private Banking Awards for 2024 have been...

Koda’s ‘Pathway to Partnership’ Built to Retain Talent

09 Jan 2024

The greatest risk for advice practices bringing on Professional Year advisers is making an investment in non-revenue generating employees who then become attractive to recruiters for other firms once they finish their training commitments. But one of the country’s leading wealth firms, Koda Capital, believes it has found a way to create an attractive career...

Do Valuations Matter?

13 Mar 2024

In an investment landscape where traditional valuation metrics are constantly challenged, investors are increasingly asking: do valuations still matter in today’s market? The old principle of mean reversion appears to contradict the phenomenon that expensive assets can climb even higher and seemingly cheap investments can become value traps. The paper discusses the relationship between valuations...

The Principles Of Endowment Style Investing, Part II

29 Feb 2024

In this report we discuss the importance of defining an endowment’s purpose, building effective investment governance policies and prudently managing capital to help achieve the mission and objectives of non-profit organisations. This white paper builds on the principles discussed in Koda’s first endowment investing paper and incorporates best practises observed with clients and leaders from...

Ep 166:

Dr Craig Collie – Ozempic and beyond, inside the weight loss drug revolution

21 Mar 2024 | 42:40 mins

In this episode of “Inside the Rope,” host David Clark welcomes back Dr. Craig Collie from Regal Funds Management to delve into the groundbreaking developments in the field of weight loss drugs, particularly focusing on Ozempic, a GLP-1 category drug revolutionizing obesity treatment. Dr. Collie, who runs the Regal Healthcare Long Short Fund, shares his...

In this episode of “Inside the Rope,” host David Clark welcomes back Dr. Craig Collie from Regal Funds Management to delve into the groundbreaking developments in the field of weight loss drugs, particularly focusing on Ozempic, a GLP-1 category drug revolutionizing obesity treatment. Dr. Collie, who runs the Regal Healthcare Long Short Fund, shares his expert insights on how this new category of drugs is poised to transform the healthcare industry and wealth management strategies.

Listeners are given a comprehensive overview of Ozempic’s potential market impact, underscored by Dr. Collie’s projection that it could become a sales giant, surpassing current leading drugs by a significant margin. The episode explores the drug’s secondary benefits, its implications for the healthcare sector, and its broader economic effects. Dr. Collie also discusses the strategic positioning of Regal Funds Management in the healthcare investment landscape, highlighting the inefficiencies and opportunities in the healthcare market.

Craig began his career as a medical doctor working predominately in accident and emergency across Australia, New Zealand and the United Kingdom. After completing his MBA at Cambridge University, Craig worked at the Boston Consulting Group in Sydney and New York providing strategic advice to corporations, predominately within the healthcare and financial services sectors.

Immediately prior to joining Regal in 2016, Craig was Head of Healthcare Research at Macquarie Securities Group for five years. Craig holds a Bachelor of Medicine and Bachelor of Surgery from the University of Otago, an MBA from the University of Cambridge and continues to hold full medical registration in Australia.

Ep 165:

Brigette Leckie – Exploring the future of global economies

07 Mar 2024 | 40:58 mins

In this episode, David is joined by Koda Capital Chief Economist Brigette Leckie to discuss global economic performance, the impact of artificial intelligence on economies, and the implications of upcoming elections, particularly in the US, for the economy and investment markets. Brigette and David also touch on the current wars and their potential economic impacts....

In this episode, David is joined by Koda Capital Chief Economist Brigette Leckie to discuss global economic performance, the impact of artificial intelligence on economies, and the implications of upcoming elections, particularly in the US, for the economy and investment markets. Brigette and David also touch on the current wars and their potential economic impacts.

Brigette shares her experience gained across the financial services industry and provides her outlook on asset classes, contrasting her views with the consensus on the street. The episode also covers a range of other topics, including the structural and cyclical aspects of economies, inflation trends, and the influence of geopolitical events on financial markets.

Brigette Leckie has worked in financial markets since the early 1990s. Previous roles have included Chief Strategist, Chief Economist and Head of Research at Australian, New Zealand and multinational firms including BNY Mellon, Alliance Bernstein, Perpetual and BNP. She has also worked in New Zealand Treasury and served on numerous public and private sector committees.

Koda in numbers

23

Average years of experience (Koda Partners)

46

Partners

114

Koda team members

4

Offices around Australia