Vantage Point: Driving Success in the Australian Market

Hashan De Silva, Founder and Managing Partner of new specialist healthcare fund KP Rx, speaks to Vantage Point about how his investment process has an edge in the life sciences sector, why now is the right time to invest, and the diverse experience he brings to to funds management

Chris Oates recently took on the role of managing director of Duratec, a company he co-founded in 2010. In this episode of Vantage Point, Chris talks about what the business was initially at its core and how this has developed over time, as well as how a strong culture has been an integral part of the business’s success and some of the key drivers going forward.

In this episode of Vantage Point, we talk to Glenn Corrie, Managing Director of Hazer Group. Glenn discusses his extensive background in the clean energy space and how he has evolved as a leader, as well as what attracted him to the role at Hazer Group and the world-first technology the company has developed.

New Zealand’s Aroa Biosurgery was founded in 2008 by Dr Brian Ward who discovered that a tissue scaffold called the extra cellular matrix (ECM) found in the forestomach of sheep has a similar structure to human tissue and contains over 150 proteins known to be important in the healing process.  In this episode, we sit down with Brian to discuss the company's founding, path to listing on the ASX and what the future looks like for AROA.

We are joined by Gentrack (GTK:ASX) CEO Gary Miles. Gentrack is a provider of essential software and services to the utilities and airports industries. Gary is a serial entrepreneur who has successfully founded and sold two B2B software enterprise businesses and took the reigns of Gentrack in October 2022 when the stock price was $1, fast forward to today, the stock is trading over $6. Gary talks us through the company investment thesis, solutions and its position within the markets it plays in, and how he manages the company ethos and culture.

We were recently joined by Calix (CXL:ASX) managing director and CEO Phil Hodgson. From humble beginnings Calix has grown to be a global leader in the development of technology that has the company positioned to make a meaningful difference to decarbonising the world. In this episode of Vantage Point, Phil discusses Calix's journey, including the challenges faced, the possibilities created by its core technology and the opportunities that lie ahead.

In this episode of Vantage Point, we sit down with Stephen Crispe, CEO of RAS Technology Holdings Limited. RAS is a leading provider of fully integrated premium data and enhanced content to the global racing and wagering industries. Their clients include Entain Group, Flutter Group and Tabcorp. In episode 7 we sit down with CEO Stephen Crispe who dives into the Racing and Sports journey and discusses how they are using their proprietary IP and tech to enter the US market.

Professor Yuman Fong is co-inventor of the CF33 oncolytic virus, a technology that has been licensed to Imugene (ASX:IMU).

He’s the Chairman of the Department of Surgery at City of Hope Cancer Centre in California. He’s an internationally recognised expert in pancreatic and liver cancer, as well as having developed many new surgical techniques and instruments.

Ahead of his presentation as the keynote speaker at the Bioshares Biotech Summit, he joined us for episode 6 of NWR’s Vantage Point podcast.

Close the Loop is well positioned within the circular economy, providing end-to-end solutions across packaging and consumables to a variety of markets. 

In episode 5 of NWR’s Vantage Point podcast, we discuss with CEO Joe Foster Close the Loop’s role within circular economy, its different divisions, examples of recycling programs and the Company’s recent significant acquisition, which will help drive a highly profitable business. 

Alexander Jannink established Acusensus in response to the tragic loss of a dear friend in a car accident and his growing concern over the rising number of road fatalities. In episode 4, we delve deep into Alex's compelling narrative, unveiling how Acusensus harnesses state-of-the-art technology to effectively reduce the occurrence of road-related fatalities.

Acusensus has grown rapidly from the founding of the company and its AI-enabled camera technology to delivering more than $40m in revenue in just over four years.

In episode three, we sit down with Chris Judd, one of the AFL's most revered players, who has successfully transitioned from the world of AFL to establishing his own fund: The Cerutty Macro Fund. Listen in to learn how Chris got hooked on investing, his investing mindset, and how his days as a professional athlete will help him achieve alpha.

In NWR's second episode of its new podcast, Vantage Point, Microba's CEO Dr Luke Reid details the unique approach to healthcare through the gut and the multi-faceted approach through testing and therapeutics.

In this captivating episode of Vantage Point we delve deep into the remarkable journey of Grant Hackett, an Olympic champion who has successfully transitioned from the world of sports to the realm of business. Join us as we explore the inspiring story of a man who once conquered the swimming pool and now dominates the corporate boardroom as the CEO of an ASX listed company.