Argyle Capital Partners’ Kim Morison on water rights and portfolio construction

Podcast: Global Investment Institute · Australia’s leading provider of conferences for capital allocators.

Opublikowano: 2026-10-09

Kim Morison, Chairman, Chief Investment Officer, Argyle Capital Partners | Kim discusses the role of water rights in portfolios, where it sits in the portfolio from a risk-return perspective and the objectives investors may seek to achieve through an allocation to the asset class. He explains the drivers of return when investing in water rights from both an income and capital growth perspective. Listen to the full interview where we ask Kim: - Who are the typical investors and what are they looking to achieve when investing in water rights from a portfolio objective perspective? <...