In this Australian Investors Podcast episode, your host Mitchell Sneddon discusses with guest Stephen Darke:
– What Navigator Global Investments (ASX: NGI) actually does
– How NGI earns revenue by backing hedge funds & private market firms
– Why NGI believes the market is undervaluing its portfolio
– How Stephen Darke thinks about manager selection, fees & long-term capital allocation
If you love learning about listed investment businesses and alternative investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
– Navigator’s unique investment model and how it earns revenue
– Why hedge fund strategies can be sticky and valuable in volatile markets
– How NGI identifies and partners with elite alternative managers
– Why Stephen Darke believes NGI is misunderstood and undervalued by the ASX
– Final thoughts on performance fees, capital lockups and the growth vision for NGI
