• In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, discusses the seismic shift in German defence spending, why Greek banks are looking attractive and why the team are no longer happy to be overweight US equities.

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Perspectives: 28.03.2025
Perspectives: In Conversation with Alternatives and Private Markets specialist Sam Edwards from Longreach Alternatives

In this episode, Escala Partners Investment Analyst Stephen Dickinson talks to Sam Edwards, Partner from Longreach Alternatives. Sam discusses the royalties landscape, why a diversified approach to royalty investing is important and the benefits of PG3s multi-sector approach to royalties.

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Perspectives: 20.03.2025
Perspectives: Episode 112 – The Times They Are A-Changin’

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, discusses what a multi-polar world might look like, NATO’s fragile state and how the world trade map is being re-drawn.

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Perspectives: 19.03.2025
Perspectives: Fund Manager Interview with Justin O’Brien from Cooper Investors

In this episode, Escala Partners Investment Analyst David Bruty talks to Justin O’Brien, Portfolio Manager of the Cooper Investors Brunswick Fund, an all-cap Australian equities fund. Justin discusses the investment philosophy that underpins Cooper Investors’ approach to managing capital, the differentiated and unconstrained structure of the Brunswick Fund, along with a number of stock examples and the role they play within the portfolio.

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