Regal Partners

8 statements across 1 episodes · 6 bullish · 2 bearish · 1 people on the record · first statement Feb 5, 2026 by Brendan O'Connor · said 49 times in 1 episodes since 2026 · across every show →

Mentions by year

brought up most by Brendan O'Connor (33), Ted Seides (16)

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Everything said about Regal Partners, oldest first

Feb 5, 2026 bullish
Insight
O'Connor: Passive Domestic Investing Leaves Alpha in Technical Resource Expertise
“We have been very constructive on the resource sector for a long period of time now, because the domestic investors have largely been passive, and the resource sector takes some real technical expertise.”
Brendan O'Connor Feb 5, 2026 ▶ 21:03 Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
Feb 5, 2026 positive
Assertion Supported
O'Connor: Regal Partners grew from A$1B in 2016 to A$21B
“We had about a billion dollars Aussie in long short equity strategies. Back in late, 2016 when I joined. We're now about twenty one billion Aussie.”
Brendan O'Connor Feb 5, 2026 ▶ 22:24 Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
Feb 5, 2026 bullish
Assertion Not publicly verifiable
O'Connor: Regal is the largest pre-IPO investor in Australia
“We're the largest pre IPO investor for companies in Australia.”
Brendan O'Connor Feb 5, 2026 ▶ 22:48 Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
Feb 5, 2026 bearish
Opinion
O'Connor: Long-only equities and fixed income cannot deliver required portfolio growth
“I don't believe that that's the future for investors looking to achieve growth in their portfolio. Given that backdrop of Higher for longer inflation, sticky inflation, breakdown of some of the free trade agreements that were happening and lowering costs befor…”
Brendan O'Connor Feb 5, 2026 ▶ 47:33 Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
Feb 5, 2026 bullish
Assertion Supported
Regal is one of Australia's largest non-bank agricultural debt providers
“We're one of the largest providers outside the big four banks of agricultural debt to the Australian agricultural market.”
Brendan O'Connor Feb 5, 2026 ▶ 39:24 Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
Feb 5, 2026 bullish
Assertion Contradicted
O'Connor: Regal is the largest private owner of Australian water rights
“One of the adjacencies to that is we're the largest owner of water rights outside the Commonwealth Government in Australia.”
Brendan O'Connor Feb 5, 2026 ▶ 39:31 Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
Feb 5, 2026 negative
Disclosure
Regal Partners avoids standard property debt to focus on agriculture and infrastructure
“When we're talking about deploying debt to a lending opportunity, we have no competitive advantage trying to compete against everyone else trying to provide debt to established properties. We're looking to provide debt to agricultural opportunities or to the d…”
Brendan O'Connor Feb 5, 2026 ▶ 35:12 Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
Feb 5, 2026 positive
Opinion
O'Connor: Being a listed asset manager provides highly valuable acquisition currency
“The benefits being listed ultimately outweigh the negatives. The other benefit I'd say is that it's given us a currency, i.e. The share price, that we can use to help acquire investment capability, and that has been powerful in helping us grow.”
Brendan O'Connor Feb 5, 2026 ▶ 51:47 Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
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