What podcasts say about Todd Barlow
Every statement, with the speaker, the exact quote and the moment it was said.
What Todd Barlow has said on podcasts
53 statements · 34 positive · 8 negative · 4 mixed · 7 neutral
SolPats’ current portfolio should support strong future dividend growth.
“the way that we've set the portfolio up today is that we should be able to grow into the future and we should be able to grow quite well”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 2:22
Additional investment risk should earn adequate compensation above risk-free cash.
“whatever risk that we're taking on top of that, we need to get paid for and we need to make sure that we're appropriately compensated for taking the risk”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 4:47
SolPats aims to protect downside capital while generating outperformance.
“we want to construct a portfolio that is defensive in its nature, that we protect capital on the downside, and we're also trying to generate outperformance along the way”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 6:49
SolPats has shifted from equity concentration toward a multi-asset portfolio.
“we have felt that it is appropriate to de-risk an equity-centric portfolio into one that is more multi-asset”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 8:31
AI may benefit some businesses while making others obsolete within ten years.
“who knows what the impact is going to be of AI on particular businesses and whether they're going to be beneficiaries or rendered obsolete”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 10:53
SolPats combines long-term investing with greater portfolio agility.
“we are still thinking about long-term trends. We're still thinking about the direction of travel and trying to invest with the wind at our backs. But we're just a lot more agile now than we used to be.”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 11:49
SolPats avoids traditional global technology investing because it lacks expertise there.
“we are just not traditional investors in. That's not to say that we don't believe in it. It's just not something that we're good at. So we stick to what we're good at.”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 12:33
Cash currently appears relatively more attractive than many alternative investments.
“at the moment we think that cash looks relatively more attractive than a lot of the other things that we're seeing”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 15:43
The economy appears late-cycle and subject to recessionary pressures.
“It does feel like we are late cycle. It does feel like there's recessionary pressures.”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 16:09
SolPats has no private-credit allocation to real-estate development.
“we have zero allocation to private credit in real estate development. Always have had.”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 17:34
SolPats’ private-credit book has returned about 14% annually for four to five years.
“we've been doing this for 4 or 5 years. It's sort of been consistently performing about 14% per annum”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 19:24
The Australian housing-construction market is at a cyclical bottom.
“we are, you know, at a cyclical bottom and we have been for a few years now”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 20:21
Australian housing construction appears to be beginning a cyclical recovery.
“we do feel like we're coming off the bottom”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 21:10
Brickworks should perform strongly if the housing cycle turns upward.
“if the cycle turns, we'll do very well”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 21:57
SolPats strongly favors domestic and global credit allocation.
“we're so big on allocating to credit, both domestically and globally”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 22:43
Energy is SolPats’ strongest current investment theme.
“the biggest thematic that we have that we've always liked, but we like more than anything else right now is energy”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 23:59
Asset selection and timing matter more to returns than individual stock selection.
“Asset selection, what to invest in, where to invest, when to invest, are all much more meaningful decisions to your overall outcomes than stock selection.”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 25:30
SolPats targets private-company portfolio returns above 20% IRR.
“if you look at our private company portfolio, we're targeting in excess of 20% IRR”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 28:20
Equities, especially higher-priced equities, appear fully valued.
“I do think equities are fully valued, particularly at the top end.”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 29:31
Better investment opportunities exist outside equities.
“I just think that there's better opportunities elsewhere.”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 29:50
SolPats sold its property portfolio for $1.9 billion.
“we sold that property for $1.9 billion or that portfolio for $1.9 billion”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 30:05
SolPats does not prioritize short-term asset-price fluctuations.
“we don't really worry about short-term fluctuations in asset prices”
Open the episode · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its placeListen at 31:18
- on Washington H. Soul Pattinson and Company LimitedPositiveSep 14, 2026· Equity Mates Investing Podcast
SolPats has approximately $16 billion market capitalization and ranks within the ASX 50.
“Today we've got about 85,000 shareholders, about a $16 billion market cap, which places us inside the top ASX 50.”
Open the episode · A century of compounding: inside Soul Patts' permanent capital with Todd BarlowListen at 5:06
SolPats invests patiently, with a disciplined long-term approach.
“We are patient, long-term, disciplined investors.”
Open the episode · A century of compounding: inside Soul Patts' permanent capital with Todd BarlowListen at 5:52
SolPats seeks portfolio assets that protect capital during downturns.
“We're looking for a portfolio that has defensive qualities, so it protects capital in downtimes.”
Open the episode · A century of compounding: inside Soul Patts' permanent capital with Todd BarlowListen at 6:16
SolPats has increased its dividend annually for 27 years.
“in the last 27 years, we've been growing the dividend every year”
Open the episode · A century of compounding: inside Soul Patts' permanent capital with Todd BarlowListen at 7:07
SolPats dividend compound annual growth exceeded 10% over 27 years.
“in the last 27 years, the compound annual growth rate's been over 10%.”
Open the episode · A century of compounding: inside Soul Patts' permanent capital with Todd BarlowListen at 7:15
SolPats aims to continue increasing its dividend.
“our strategy is to aim to continue to grow the dividend.”
Open the episode · A century of compounding: inside Soul Patts' permanent capital with Todd BarlowListen at 8:15
SolPats distributes approximately 75% of generated cash as dividends.
“we're paying out about 75% of the cash that we generate.”
Open the episode · A century of compounding: inside Soul Patts' permanent capital with Todd BarlowListen at 8:28
SolPats’ permanent capital structure avoids redemption risk and liquidity needs.
“we don't have any redemption risk. We don't have liquidity needs”
Open the episode · A century of compounding: inside Soul Patts' permanent capital with Todd BarlowListen at 9:54
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.