Recent Posts

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.


Eligible Users:
All information on this page is only intended to be accessed by the following persons: (i) 'Sophisticated Investors' or 'Wholesale Clients' as defined by the Corporations Act; or (ii) persons who are not prohibited to access the Site or receive the information in their relevant jurisdiction under the applicable laws (each an "Eligible User"). By clicking on the "ENTER" button, you confirm that you are an Eligible User. If you are not an Eligible User, please click on the "EXIT" button.

No offer or advice:
Nothing on the website should be construed as a solicitation, offer or invitation, or recommendation, to acquire or dispose of any investment or to engage in any other transaction. Regal is not providing any personal advice or recommendation regarding any financial products within the meaning of section 766B of the Corporations Act. No consideration has been made of any person's investment objectives, financial situation and/or needs. Prospective investors should make their own enquiries and should seek all necessary financial, legal, tax and investment advice.

Subscribe to receive Regal Insights and fund performance updates.