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
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5.0(5 reviews)
8 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇬🇧
Podcast Overview
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.
Language
🇺🇲
Publishing Since
8/8/2024
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Recent Episodes
April 27, 2026
Volatility returns: value, dislocation & opportunity (Q1 CY2026)
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. 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. 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 volatility.
February 10, 2026
Electrification Pays Off, Water Emerges & the Mining Revival Continues (Q4 CY2025)
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. 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, tin, and gold, including a case study on Alma Metals. For Baza Special Opportunities, Will reviews the fund’s strongest calendar year on record and discusses beneficiaries of the commodities boom, including Euroz Hartleys, alongside a deeper look at Elementos.
October 23, 2025
Small Caps Rising: Rotation, Revaluation & Record Returns (Q3 CY2025)
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 Munnings.
8 total episodes available
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Frequently asked questions
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- What is Baza Capital Investor Podcast?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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