Baza Capital Investor Podcast

Baza Capital’s new investor podcast with co-founders William Sandover and Brayden McCormack, covers the performance of their funds, market conditions, and thematic ideas. Hosted by Patrick Poke.

Baza Capital Investor Podcast is a business podcast hosted by Baza Capital, with 9 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Baza Capital hosts Baza Capital Investor Podcast, a business show with 9 episodes published.

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  Episode #9

  Electrification, M&A, and Deep Value Opportunities (Q2 CY2026)

  Aug 9, 202639 min

  In this episode, William Sandover and Brayden McCormack review Baza Capital’s June 2026 quarter and FY26 performance. For Baza High Conviction, Brayden discusses recent portfolio investments including life insurer NobleOak and Janus Electric. He also explains why the team believes the mining cycle may still be in its early stages, with copper now the fund’s largest individual commodity exposure. For Baza Special Opportunities, Will reviews a strong FY26 and explains how the March sell-off created what the team viewed as a price disruption rather than a deterioration in underlying value, allowing the fund to deploy capital into discounted opportunities. Case studies include deep value investment Senetas, takeover arbitrage opportunity SDI, and cryopreservation technology company Vitrafy, alongside a broader discussion of M&A and fundraising opportunities.

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  Episode #8

  Volatility returns: value, dislocation & opportunity (Q1 CY2026)

  Apr 27, 202634 minS0

  <p>William Sandover and Brayden McCormack from Baza Capital review the Baza funds' performance for the March 2026 quarter, discuss market drivers and the impact of the Iran conflict on portfolios.</p> <p>The episode covers the Baza Special Opportunities Fund's deep value and special situations activity (including cases like Schaffer, Adrad, Winsome and Raptor) and updates on the Baza High Conviction Fund with company highlights such as Viva Leisure and Symal Group.</p> <p>Listeners will find fund performance, thematic insights (including data centre demand and vanadium flow batteries), portfolio changes and how the team is allocating capital during heightened...

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  Episode #7

  Electrification Pays Off, Water Emerges & the Mining Revival Continues (Q4 CY2025)

  Feb 9, 202631 minS0

  <p>In this episode, William Sandover and Brayden McCormack review Baza Capital’s December 2025 quarter and discuss the market dynamics that shaped performance across both funds.</p> <p>For Baza High Conviction, Brayden reflects on a strong end to the year and continued rotation into smaller equities and junior mining, validating several long-held theses. The team revisits electrification as a key thematic driver in 2024 and 2025, and outline why water is emerging as the next major thematic opportunity, with case studies including Vysarn, SciDev, and Fluence. The discussion also covers the ongoing renaissance in junior mining, with a focus on copper, ti...

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  Episode #6

  Small Caps Rising: Rotation, Revaluation & Record Returns (Q3 CY2025)

  Oct 23, 202534 minS0

  <p >In this episode, Brayden and Will review Baza Capital’s September quarter and discuss what drove outperformance across both funds. For Baza High Conviction, Brayden explains the rotation into smaller equities and junior mining – validating some long-held theses – and why valuations in core holdings remain attractive. Will breaks down record results for the Baza Special Opportunities Fund, plus terminology changes for the different investment categories within the fund. Case studies include Hazer Group (ASX:HZR), Vertex Minerals (ASX:VTX), Peak Rare Earths (ASX:PEK), and Emyria (ASX:EMD), with additional commentary on Baza’s latest Strategic Advisory Board appointment, Kate Mun...

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  Episode #5

  Property, mining, and infant milk formula (Q2 CY2025)

  Aug 25, 202534 minS0

  <p>In this episode Brayden and Will provide an update on fund performance for the June quarter and the month of July. Will explains the strong performance of the Baza Special Opportunities Fund in recent times, and discusses opportunities in property – both realised and unrealised. Brayden shares early indicators on the strength of August reporting season on the ASX, and where the next round of opportunities in junior mining might come from. </p>

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