Skip to main content
John Coombe

John Coombe

Executive Director at JANA Investment Advisers, one of Australia's most respected investment consultants advising over $190 billion in institutional assets.

Jun 28, 2026

Conversations with Institutional Investors

Conversations with Institutional Investors

138: From the Archives – JANA's John Coombe

Jun 28 · 1h 23m

Daniel Grioli
Daniel GrioliHOST
16:39
Okay, so what was the reception to that idea in the early days? Did people think you were crazy or did a particular event change people's minds?
John Coombe
John CoombeGUEST
16:48
I think we were sort of lucky with the property boom and bust at the end of the 1990s.
John Coombe
John CoombeGUEST
16:58
John had sort of formed a view that, and he was right, that property...
John Coombe
John CoombeGUEST
17:05
And this was because the SEC was a big property owner.
John Coombe
John CoombeGUEST
17:08
The SEC Superfund was a big property owner.
John Coombe
John CoombeGUEST
17:10
We owned properties down St Kilda Road and we'd been selling them into anyone who wanted to buy them.
John Coombe
John CoombeGUEST
17:17
But...

7 MINS LATER

Daniel Grioli
Daniel GrioliHOST
24:06
So what was that year and a half like?

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click “Accept All” to consent, or “Decline non-essential” to opt out of non-essential cookies. Read our Privacy Policy.