Romano Sala Tenna is one of the founders and portfolio managers at Katana Asset Management to discuss their long-only, listed ASX investment strategy.

Katana’s approach was setup to challenge artificially imposed constraints on managing money. They achieve this by not being limited to index weightings, sectors, thematic or company sizes, whilst being comfortable to remain weighted heavily in cash for extended periods until the right opportunities arise.

The fund's IRR on average is 15.41% over 1 year, 14.78% over 3 years, 12.36% over 5 years and 10.13% since inception.

Romano's investment style is predominately bottom-up investing with technical overlay, whilst targeting trend following contrarian opportunities.

Nick Thomson is the Portfolio Manager at Lakehouse Capital Global Growth Fund.

Lakehouse Global Growth is an Australian based fund manager with a high conviction approach. The fund has a long term investing strategy targeting asymmetric outcomes in Mid to Large cap global growth companies, whilst holding 20-30 companies at a time.

The strategy has averaged 13.6% in the past 5 years, up 10.9% in the past month, whilst being down -15.6% for the year to date.

We dive into some interesting topics, Nick gives his thoughts on where they think markets are going in this rising rate environment, how the fund is positioned and we cover specific growth holdings in the portfolio from the US, South America all the way to China.

For me I found the conversation regarding Google and Microsoft fascinating, in particular the potential impact of ChatGPT either directly on these companies or indirectly as a tool to be used by most industries and the impact on markets.

Hope you enjoy.

York Wealth Management

www.yorkwealth.com.au

Joe Millward is a founding partner and portfolio manager for Epsilon Direct Lending. Joe joins us to discuss the origins and nuances of the strategy, the corporate lending environment, and the impact of rising rates on private credit markets.

The fund is an Australian based, non-bank corporate lender and private credit manager, which specialises in providing loans of AUD $10m - $50m to Australian mid-market corporates for growth purposes. Epsilon targets an income return of 8.5% p.a. and as of 31st of August the monthly return was 86 basis points. The fund has a 90-day duration, current liquidity is at 20 months and according to Moody's, the funds’ credit rating is BB.

I think you will really enjoy the discussion with Joe, and you may find his thoughts on lending for growth purposes and how it differs to other private credit lending very insightful.

Enjoy

York Wealth Management

www.yorkwealth.com.au

Michael Frazis is the founder and portfolio manager at Frazis Capital Partners. Frazis Capital Partners is an Australian based fund manager that specialises in global growth investments, technology and life sciences.

Murdoch discusses with Michael their two strategies. The main Frazis fund, which invests in listed fast growing global growth companies and secondly the Frazis Venture Fund, which invests in emerging, unlisted, early stage or pre-IPO growth opportunities also in technology and the life sciences space.

In this ROCast we explore the dramatic volatility we have seen recently in global growth assets, the impact it has had on the fund and where he thinks the markets will go from here. Michael also discusses some companies, which have had substantial draw downs and he believes this move doesn’t reflect the true futures of these companies especially after earnings season.

Enjoy

York Wealth Management

www.yorkwealth.com.au

Josh Manning is the founder and portfolio manager at Manning Asset Management to discuss Australian credit markets, rising interest rates and the impact on their income generating fund.

Josh discusses their all-weather strategy approach that targets an interest rate and income return within the fund of 5% above the RBA cash Rate. This fund is income generating, pays distributions monthly and has consistently delivered 5% p.a. in income over the past 6 years. The Fund delivered +0.55% in May, 6.15% over 12 months and 6.23% annualised since inception.

Josh started his journey in financial markets in 2007 and has since garnered his skills through working for leading global firms. His experience has included major institutions such as Macquarie Bank, Leveraged equities, Jana Investment Advisers.

Josh holds an MBA from Macquarie Graduate School of Management (MGSM) and a Bachelor of Business Administration from Macquarie University.

Enjoy

York Wealth Management

www.yorkwealth.com.au