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)

Australia Consumer discretionary / Thematic (Sector/Industry)

<p>KIS Capital Chief Investment Officer, <a href="https://www.smartkarma.com/profiles/94" target="_blank" data-smartkarma-citation="accounts:94">Josh Best</a> provide’s a brief analysis of “The Amazon Effect”. Using <a href="https://www.smartkarma.com/entities/6373" target="_blank" data-smartkarma-citation="entities:6373:1">Super Retail Group Ltd (SUL AU)</a> as an example <a href="https://vimeo.com/223741453" target="_blank">Josh analyses the risks</a> to retailers and discusses whether the share price adequately reflects those risks. </p><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/029/084/original/Screen%20Shot%202017-07-04%20at%209.21.25%20AM.png?1499131662" class="editor-image img-responsive" data-smartkarma-image-id="29084"></figure><div class="content-caption">Source: KIS Capital (<a href="https://vimeo.com/223741453" target="_blank">Video</a>)</div><blockquote><p>One of our favourite quotes comes from Howard S. Marks, in his books The Most Important thing: It's the investor's job to intelligently bear risk for profit. We spoke about it a few months ago in our discussion…</p></blockquote>

KIS Capital Chief Investment Officer, Josh Best provide’s a brief analysis of “The Amazon Effect”. Using Super Retail Group Ltd (SUL AU) as an example Josh analyses the risks to retailers and discusses whether the share price adequately reflects those risks. Source: KIS Capital (Video)One of our favourite quotes comes from Howard S. Marks, in his books The Most Important thing: It's the investor's job to intelligently bear risk for profit. We spoke about it a few months ago in our discussion…

Video Investment Review: Amazon's Impact on Australian Retail