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Carlos Gil is the Founder, CEO and Chief Investment Officer of Microequities, a specialist small-cap fund manager. FULL SHOW NOTES: Rask Invest: EVENTS & Workshops: General Advice Disclaimer: This podcast contains general financial advice and information only. That means the advice and information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. In addition, you should obtain and read the product disclosure statement (PDS) of the ETF, managed fund or ‘financial product’ before making a decision to acquire the financial product or invest your money. Unfortunately, we cannot guarantee the accuracy of the information on this website, including financial, taxation and legal information. Past performance is not indicative of future performance.
Jacob Mitchell is the Founder of Antipodes Partners in Sydney. I first met Jacob many years ago, not long after he left his prominent role as Deputy Chief Investment Officer at Platinum. PODCAST SPONSOR: Rask Invest -- Owen's guide to investing in stocks, ETFs and more: FULL SHOW NOTES: DISCLAIMER: This podcast contains general information only and is not personal financial advice. Please note the information does NOT take into account your needs, goals or objectives. So please consult a licensed and trusted financial adviser before acting on any information.
Stephen Arnold is the Founder and Chief Investment Officer of Aoris Investment Management and he joined Owen Raszkiewicz on The Australian Investors Podcast. Aoris a Sydney-based global investment firm which owns a very concentrated portfolio of wide-moat or competitively advantaged companies. FULL SHOW NOTES: Owen on Twitter:
Viceroy Research analyst Gabe Bernarde joins Owen Raszkiewicz for an episode of The Australian Investors Podcast to talk about their short reports, how they find companies, Steinhoff International, MiMedx and more. FULL SHOW NOTES: FULL VIDEO VERSION: For years, Viceroy Research remained anonymous despite scores of financial journalists, hedge fund managers, analysts and company executives trying to discover their true identity. Gabe is one of the group’s formerly anonymous investment analysts, working alongside Aidan and Fraser, to uncover shares of companies which are suitable for short selling. In this enlightening discussion Gabe describes Viceroy’s investment and research processes in detail, how Viceroy was unmasked and the accounting tricks and traps that make for some of the best short selling targets. We trust you’ll enjoy this conversation with Gabe Bernarde of Viceroy Research.
Angie Ellis is a private investor from Melbourne. You may know her as 8020 Invest on social media or you may have read about her as part of Fairfax Media’s Shares Race, which she has won a few times. *** FULL SHOW NOTES: Angie’s approach to investing is refreshing and logical and fuses together both fundamental and technical investing techniques to build two sub-portfolios. We go through her process in detail and talk about her former life as a business owner, installing MYOB accounting software and running a small-to-medium business. I think this episode is an especially good one for part-time and DIY investors who are willing to do the extra work to get an informational or behavioural edge over others in the market. Angie’s tools, techniques and strategies seem simple enough but there are some subtleties, so it’s worth paying close attention. I hope you enjoy this episode with Angie Ellis of 8020 Invest.
#24 - Vimal Gor

#24 - Vimal Gor


Vimal Gor is the Head of Bond, Income and Defensive Strategies at Pendal Group, formerly known as BT Asset Management. Vimal is the first bond-focused investor to be profiled for The Australian Investors Podcast and I think you’ll agree he is very intelligent and articulate, delivering complex ideas in a very concise and thoughtful manner. At the time we recorded this episode, Vimal oversaw the management of around $22 billion with his principal focus being the protection of wealth. As always, we talk about Vimal’s early life and career, lessons learned, why he was drawn to bond markets, his role today, how his team identify opportunities and the outlook for multiple assets classes in Australia and globally. I trust you’ll enjoy this conversation with Vimal Gor of Pendal Group. FULL SHOW NOTES & VIDEO ALL EPISODES
Claude Walker of Ethical Equities joins Owen Rask on The Australian Investors Podcast. Claude Walker is a former analyst and investment adviser for The Motley Fool Australia and is an ASX small-cap specialist who makes a conscious effort to invest ethically. FULL SHOW NOTES: Owen on Twitter: *** Love FREE education and investment analysis? Visit us at or! *** GENERAL ADVICE DISCLAIMER This video contains general information only. That means the information does not take into account your objectives, financial situation or needs. Therefore, you should consider if the information is appropriate to you and your needs, before acting on it. It's always a good idea to read the product disclosure statement (PDS) of the financial product before making a decision to buy or acquire it. One last thing: past performance is not a reliable indicator of future performance.
Hear Australian property expert Pete Wargent on The Australian Investors Podcast. VIDEO INTERVIEW: SHOW NOTES:…estors-podcast/ In the podcast, Pete and Owen talk: - Australian property prices - Pete's journey as an accountant - His goal of 10 properties in 10 years and $3 million of wealth - Financial independence by 33 *** Love FREE education and investment analysis? Visit us at or! *** GENERAL ADVICE DISCLAIMER This video contains general information only. That means the information does not take into account your objectives, financial situation or needs. Therefore, you should consider if the information is appropriate to you and your needs, before acting on it. It's always a good idea to read the product disclosure statement (PDS) of the financial product before making a decision to buy or acquire it. One last thing: past performance is not a reliable indicator of future performance. The Rask Group Pty Ltd (ACN: 622 810 995) is a Corporate Authorised Representative (No. 1264179) of Strawman Pty Ltd (AFSL: 501 223). Please read our financial services guide at
#21 - Joe Magyer - Compound

#21 - Joe Magyer - Compound


Joe Magyer, CFA of Lakehouse Capital, joins Owen for a very special episode of The Australian Investors Podcast. FULL SHOW NOTES: Joe Magyer is the Chief Investment Officer of Lakehouse Capital. Lakehouse is part of The Motley Fool Australia, which is where I met Joe many years ago. To my mind, Joe is at the cutting edge of what it means to be a value investor in modern times. In this conversation, Joe describes his three fascinations in great detail, how he structures his team, valuation and loads more, including his favourite coffee spots in and around Melbourne and Sydney. Please enjoy this episode of The Australian Investors Podcast.
SHOW NOTES: Steve Johnson, CFA, is the Founder and Chief Investment Officer at Forager Funds. Steve is one of the most respected value investors in Australia. A country boy at heart, Steve’s investing journey started with the ASX sharemarket game and a shared passion for investing with his friend Greg Hoffman. Steve worked at what became UBS, and after graduating university he headed to Macquarie. In the early 2000s, he teamed up to buy the Intelligent Investor, which was later separated from Forager. In this conversation, we discuss Steve’s investment process, including actively seeking out sectors or markets in distress, competitive advantages and tools for improving your returns. I had never met Steve prior to this chat, but my impression of him was that he is a humble and intellectually honest investor with bucketloads of integrity. I stand by that. Though Steve might say much of his success was due to luck, there is an obvious connection between his successes and, I think, him being a smart, honest and likeable person. To start, here’s Steve talking about his passion for running marathons.
Mary Manning is Portfolio Manager for Ellerston Capital’s Asian and Indian funds. Mary grew up in Calgary, Canada, but early on she knew she needed to get to New York to pursue her career in finance and investment banking. Driven to succeed, she completed her Commerce degree and got a job at what would become Citi investment bank. From there, she experienced the Asian crisis then relocated to Moscow to experience the Russian Crisis. Over the years, Mary has worked across the world, while completing her MBA at Harvard and a PhD in Economics in Sydney. She’s worked for Howard Marks at Oaktree and George Soros at Soros Funds Management, among others. Today, Mary is at the forefront of Asian markets and leads a team of analysts to find the fastest growing companies in Asia. Mary takes us through her process, misconceptions about China and emerging markets, the Indian opportunity and loads more. Please enjoy this conversation with Mary Manning of Ellerston Capital.
Sebastian Evans is the Managing Director and Chief Investment Officer of NAOS asset management. Sebastian spends most of his time sifting through the smallest companies on the stock market and, when he finds the right opportunity, is willing to take a very big stake and hold the shares for many years. Sebastian takes us through what he looks for in businesses and management teams, the benefits of running listed investment companies, tricks and traps for small company investing, his favourite podcasts, and we talk about passive investing in small caps. My favourite story is him asking friends and family for some help to buy NAOS, a decision which set him on a path to becoming one of Australia’s most respected small company investors. Sebastian doesn’t like the spotlight much, so I was thrilled he decided to join me for this chat. Considering he is in his early 30's, I was impressed with his level of insight, but also his transparency and humility. I think you’ll enjoy this conversation with Sebastian Evans of NAOS.
Jonny Wilkinson is the Co-Founder of Equitise, a crowdsourcing platform which allows small investors to buy into small and large private companies. Traditionally, the pre-IPO industry has been reserved for established venture capital funds, sophisticated investors and fund managers. Equitise opens up this market to investors of all sizes and takes a small cut of the amount raised on its platform. For many reasons, investing in small private companies is at the highly risky end of the equity market, so keep that in mind. However, while savvy small company investors often achieve a hit rate of less than 40%, they can unearth one or two companies with significant long-term potential. Throughout this conversation, Jonny tells how he got involved in finance, the genesis of the Australian and Kiwi crowdsourcing industry, how beer and an idea with a mate led to him quitting his job and starting a business within two months and why crowdsourcing could have a big future ahead. I hope you enjoy this conversation with Jonny Wilkinson, Co-Founder of Equitise.
Chris Brycki is the founder of Stockspot, Australia’s largest robo investment adviser. Chris is a very intelligent, evidence-based investor. He’s a big advocate for investing via index funds and ETFs, and keeping costs low inside and outside of Super. Chris is a member of the Cancer Council’s investment committee and ASIC’s board for digital innovation. I could have chatted to Chris for hours because I really enjoyed his candour and insights about portfolio management. I think every investor, beginner to advanced, should consider his insights in developing robust portfolio management strategies of their own. To begin, Chris and I discuss a tense investing conversation he had live on television.
Melissa Browne is a three-time author, a financial adviser at The Money Barre, serial entrepreneur and shoe-loving accountant. She’s also a regular on TV and writer for Fairfax. She’s also been featured in Vogue, Cosmo and named by the AFR and Westpac in the top 100 Women of Influence. FULL SHOW NOTES: In this episode, we talk about Mel’s early days, the journey from law to accounting, building businesses, writing books, financial advice and more. Mel is a speed reader, having read thousands of books before writing her own, so I ask her for her must-read finance books. I trust you’ll enjoy this conservation with Melissa Browne of The Money Barre. Note: At the time of recording, Owen Raszkiewicz owned shares of Xero. Please also note, this could change (and likely will) at any time. This is a disclosure and not a recommendation.
Ilan Israelstam is Head of Strategy and Marketing at Betashares, a fast-growing Australian funds management company that focuses on ETFs or Exchange Traded Funds. He is also a principal at venture capital firm Apex Capital Partners. Ilan takes us through his story and why it was in his D.N.A to take risk, the world of Venture Capital, what he looks for in small financial companies, how ETFs are changing the investing world and much more. First, Ilan tells us why he has 30 pairs of shoes… SHOW NOTES:…estors-podcast/ MORE EPISODES:
#13 - Johnny Shapiro - Info

#13 - Johnny Shapiro - Info


If you can, read this article on Big Un Limited (ASX: BIG) BEFORE listening:…ted-20180301-h0wv2t My guest for this episode is Johnny Shapiro. Johnny is a Senior Reporter for The Australian Financial Review, Australia’s number-one finance newspaper. In recent years, Johnny and his colleagues at AFR have been responsible for reporting on the unraveling of some of our country’s highest profile corporate collapses. In this episode we talk about Johnny’s career, growing up with a freedom fighter for a grandmother and a gold trading grandfather and how his investigative journalism unravelled an ASX technology company’s darkest secrets. Finally, Johnny concludes with the story of how he missed out on a 60,000 bagger investment return. But first we start with a story…
SPECIAL INVESTOR EVENT:…dssbdestsearch My guest for this episode is Curtis Larson, a private investor and portfolio manager for Norse Capital. Curtis is extremely generous with his time, making this episode amongst the easiest and relaxed conversations of the series thus far. But don't let that fool you, this chat is filled with nuggets of timeless wisdom gained over a career spanning more than two decades. Curtis grew up in Asia, trained as a computer engineer in Canada, worked for companies based in London, Paris and Tokyo. Now he resides in Sydney. A graduate of the prestigious Yale University, Curtis and I discuss his time growing up in a family that didn't talk about money, his various jobs, successes and failures, and investment strategy. Curtis spent time in investment banking designing quant models and trading options. As with some prior episodes, we try to keep the ideas as informative as possible. But if you find yourself a little lost, I encourage you to listen again or take our free video courses on the Rask Finance website. Alternatively, reach out to me with any questions you may have. Although we didn't capture this discussion directly in the show, Curtis believes it is vital for self-directed investors to ask themselves if they have the temperament, inclination and time to invest on their own accord. Please enjoy this superb discussion with Curtis Larson of Norse Capital.
This 2-minute snippet didn't make the final cut of the podcast episode with Chad Slater of Morphic Asset Management, but we figure it's worth its own micro-episode! The full recording is here:
#11 - Chad Slater - Worldly

#11 - Chad Slater - Worldly


Chad Slater is the co-founder of Morphic Asset Management, a high-profile Sydney-based investment company which invests with more than one purpose. He runs a hedge fund which also excludes (or short-sells) companies which his team believes are unethical. Chad is one of the brightest and passionate investors I've come across. But what makes this episode so incredible is how candid, transparent and honest he is about his journey through his youth, early career and investing. Chad received top grades at school, spent time at some of the world's best investment firms and now co-leads a team of motivated professionals. But Chad's story isn't all roses. Having grown up in PNG, Chad vividly recounts his father's decision to uproot the family, take risks and start a small business in the country which stood in contrast to Australia in economic and social terms. This is an episode I'll be listening to again and again through time because it includes so many profound ideas about money and investing. Remember, if you're new to the world of investing and hedge funds or you need to brush up on some key terms please visit the Rask Finance website where we've created a free short video series addressing some ideas discussed in this and other episodes. Putting aside a few minutes to understand the key terms will mean you get a lot more from this and future episodes. Please enjoy this conversation with Chad Slater, co-founder of Morphic Asset Management.
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