Chief Investment Officer, KIS Capital Partners

Josh Best

Chief Investment Officer

Boutique absolute return fund manager

KIS Capital Partners

KIS Capital Partners is a boutique absolute return fund manager based in Sydney, Australia with an Asia ex Japan trading focus. We believe that an absolute return fund should be risk and performance focused with strong attention to investment differentiation. Absolute return funds should not be asset gatherers. We invest alongside our clients in liquid and transparent markets with a focus on pragmatic and vigilant risk management.

Thematic (Sector/Industry)

<p>At KIS capital we try to keep ourselves at the forefront of technology and innovation, attempting to identify which industries may blossom, and which may be disrupted. In the middle of 2016, KIS Research published its in-depth report on Autonomous Vehicles. That paper proved to be well ahead of the curve, with autonomous cars and electric vehicles becoming an important investment theme over the last year. To follow up the success of that report, we have released this one, focusing on a new topic: human longevity. We see human longevity as a huge new investment theme. Whilst its impact on the healthcare system alone will be enormous, we expect its ripples to extend further, washing into the broader economy. Human longevity will create a more productive working age population, extend the retirement age, create new consumer spending patterns amongst the elderly, cause a revamp of the superannuation system, increase unfunded pension liabilities, change life and health insurance premiums, and even alter the way in which fiscal policy is managed, to name a few. In this report we will explore the burgeoning technologies that are seeking to extend healthy life well north of 100 years (NB: there is a section on life hacks that you can be doing today to increase your longevity). If this investment theme is of further interest to you, get in touch with us!</p>

At KIS capital we try to keep ourselves at the forefront of technology and innovation, attempting to identify which industries may blossom, and which may be disrupted. In the middle of 2016, KIS Research published its in-depth report on Autonomous Vehicles. That paper proved to be well ahead of the curve, with autonomous cars and electric vehicles becoming an important investment theme over the last year. To follow up the success of that report, we have released this one, focusing on a new topic: human longevity. We see human longevity as a huge new investment theme. Whilst its impact on the healthcare system alone will be enormous, we expect its ripples to extend further, washing into the broader economy. Human longevity will create a more productive working age population, extend the retirement age, create new consumer spending patterns amongst the elderly, cause a revamp of the superannuation system, increase unfunded pension liabilities, change life and health insurance premiums, and even alter the way in which fiscal policy is managed, to name a few. In this report we will explore the burgeoning technologies that are seeking to extend healthy life well north of 100 years (NB: there is a section on life hacks that you can be doing today to increase your longevity). If this investment theme is of further interest to you, get in touch with us!

Founder Evidente. Top rated quantitative analyst, Evidente

Sam Ferraro

Founder Evidente. Top rated quantitative analyst

Evidente

Evidente is an independent financial education firm that delivers innovative financial advice to wholesale investors, including active long only funds, hedge funds, pension funds, and sovereign wealth funds, in Australia and globally.  Drawing on academic research in asset pricing, behavioural finance and portfolio construction, Evidente provides wholesale investors with commercial solutions to stock selection and asset allocation decisions across equities and other asset classes.

Macroeconomics

<p>The Government's release&nbsp;of Re:think,&nbsp;its tax discussion paper, is a welcome development, designed to kick-start the conversation with the community on a range of reform options designed to&nbsp;achieve a simpler&nbsp;and&nbsp;streamlined&nbsp;tax system&nbsp;capable of meeting the growing needs of an ageing population.&nbsp;&nbsp;&nbsp;I discuss some of the areas raised in Re:think which are of greatest interest to equity investors: how important income and consumption taxes are to Australia's tax take in a global context,&nbsp;the prospect of the growing drag from bracket creep on household disposable incomes (discretionary retailers), the outlook for the GST (supermarket&nbsp;retailers),&nbsp;the efficacy and viability of the dividend imputation system (high yielders with predominantly domestically oriented operations), the sustainability of the concessional tax treatment of superannuation (asset managers), and the risk associated with companies that have low effective tax rates.</p>

The Government's release&nbsp;of Re:think,&nbsp;its tax discussion paper, is a welcome development, designed to kick-start the conversation with the community on a range of reform options designed to&nbsp;achieve a simpler&nbsp;and&nbsp;streamlined&nbsp;tax system&nbsp;capable of meeting the growing needs of an ageing population.&nbsp;&nbsp;&nbsp;I discuss some of the areas raised in Re:think which are of greatest interest to equity investors: how important income and consumption taxes are to Australia's tax take in a global context,&nbsp;the prospect of the growing drag from bracket creep on household disposable incomes (discretionary retailers), the outlook for the GST (supermarket&nbsp;retailers),&nbsp;the efficacy and viability of the dividend imputation system (high yielders with predominantly domestically oriented operations), the sustainability of the concessional tax treatment of superannuation (asset managers), and the risk associated with companies that have low effective tax rates.

Australia

Cynata Therapeutics Ltd is involved in regenerative medicine.  The Company is focused on the commercialization of a stem cell platform.

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Cynata Therapeutics (CYP AU)

Human Longevity

At KIS capital we try to keep ourselves at the forefront of technology and innovation, attempting to identify which industries may blossom, and...

KIS Capital Partners

Taxing Times For Australia

The Government's release of Re:think, its tax discussion paper, is a welcome development, designed to kick-start the conversation with the...

Sam Ferraro

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