The Man on a Mission to Overhaul Karoon (Gabriel Radzyminski Interview)

Our guest today is Gabriel Radzyminski, founder of activist hedge fund Sandon Capital. Gabriel outlined the state of activist investing in Australia and why he started the fund, how he picks opportunities, his recently announced campaign at Karoon Energy, his history with Iluka and much more.  Sign-up for the Director’s Special  

Chapters:

(0:00:00)Introduction

(0:01:05)Why start an activist fund

(0:03:57)Warren Buffett - the original activist 

(0:06:48)Are big investors moving away from activism? 

(0:14:51)Sandon & STAM's campaign at Karoon

(0:15:55)2023's worst capital raise 

(0:25:43)Misaligned incentives 

(0:28:20)Picking opportunities 

(0:32:57)Iluka's iron ore royalty

(0:43:16)Did Iluka appreciate the value?

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