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Expert: Tim Samway - The new frontier of private equity

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Manage episode 425409422 series 2636819
Content provided by Equity Mates Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Equity Mates Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Our guest today has extensive experience in markets. From public equities at growth asset manager Hyperion, Chairman of agri manager at Packhorse, to now forging a new sector of private equity in Australia.


In this interview with Tim Samway, founder and chairman of Scarcity Partners, we unpack his story in markets, and ‘general partner staking’ - a fast-growing sector of the private equity market.


In today’s episode we cover:

  • Tim’s investment thesis, and how it’s changed over the years
  • What GP staking is and how it’s different to traditional private equity
  • Why you would invest in the manager, not just their funds
  • What to look for in a fund manager beyond their track record
  • The opportunity set within private equity and if it’s becoming saturated

—------


Have an investing question?

Want more Equity Mates?

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

—------


Equity Mates Investing is a product of Equity Mates Media.


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.


Equity Mates Media operates under Australian Financial Services Licence 540697.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

805 episodes

Artwork
iconShare
 
Manage episode 425409422 series 2636819
Content provided by Equity Mates Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Equity Mates Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Our guest today has extensive experience in markets. From public equities at growth asset manager Hyperion, Chairman of agri manager at Packhorse, to now forging a new sector of private equity in Australia.


In this interview with Tim Samway, founder and chairman of Scarcity Partners, we unpack his story in markets, and ‘general partner staking’ - a fast-growing sector of the private equity market.


In today’s episode we cover:

  • Tim’s investment thesis, and how it’s changed over the years
  • What GP staking is and how it’s different to traditional private equity
  • Why you would invest in the manager, not just their funds
  • What to look for in a fund manager beyond their track record
  • The opportunity set within private equity and if it’s becoming saturated

—------


Have an investing question?

Want more Equity Mates?

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

—------


Equity Mates Investing is a product of Equity Mates Media.


This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.


Equity Mates Media operates under Australian Financial Services Licence 540697.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

805 episodes

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