The Man on a Mission to Overhaul Karoon (Gabriel Radzyminski Interview)
Our guest today is Gabriel Radzyminski, founder of activist hedge fund Sandon Capital.
Gabriel outlined the state of activist investing in Australia and why he started the fund, how he picks opportunities, his recently announced campaign at Karoon Energy, his history with Iluka and much more.
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Chapters:
(0:00:00)Introduction
(0:01:05)Why start an activist fund
(0:03:57)Warren Buffett - the original activist
(0:06:48)Are big investors moving away from activism?
(0:14:51)Sandon & STAM's campaign at Karoon
(0:15:55)2023's worst capital raise
(0:25:43)Misaligned incentives
(0:28:20)Picking opportunities
(0:32:57)Iluka's iron ore royalty
(0:43:16)Did Iluka appreciate the value?
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
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