The Ledger
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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…”
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.”
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.”
O'Connor: Regal is the largest pre-IPO investor in Australia
“We're the largest pre IPO investor for companies in Australia.”
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…”
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.”