Company Interview / Qualitas (QAL) pitched by Tribeca Investment Partners

In this edition of Small Caps, Big Ideas Andrew Schwartz of Qualitas explains the firm's focus on real estate and private credit, emphasising their role as an alternative to banks. He notes the $440 billion addressable market in Australia and highlights the consistent growth in their funds under management.

And Angus Wright from Tribeca Investment Partners makes the case for the stock with his investment thesis. He mentions two key reasons why he likes Qualitas: a founder-led company (even after all these years) and the potential for growth.

Andrew points out the impact of interest rate changes on real estate and private credit. He expresses that decreasing rates boost property values, benefiting equity holders. As a pioneer in private credit in Australia, Qualitas sees growing interest, especially from overseas. Andrew shares that the firm focuses on high-density residential areas on the East Coast, and private credit is still burgeoning locally compared to the US and UK.