The latest episode of the Thematic Investor podcast welcomes Roland Vetter, Portfolio Manager, Envestra Capital. Learn more on his approach to capturing the pulse of Europe's energy transition and what makes good investment...
6 min read
Thematic Investors: Envestra Capital on Investing in Europe's Energy Transition
6 min read
Thematic Investors: Titan Advisors on Maintaining Focus to Build Resilient Portfolios
Has the hedge fund business become less of a Wild West environment with more oversight and efficiencies? The Thematic Investors podcast welcomes George Fox, Titan Advisors, to answer this question and what pensions, sovereign...
4 min read
Thematic Investors: A Front Row Macro Investing Seat to the World with Rob Citrone
In the competition for capital in the hedge fund industry, how critical are your team and senior-level relationships to establishing both your brand and your performance record? In this episode of the Thematic Investors podcast,...
5 min read
Thematic Investors: High Ground Investment Management on the Pathology of Long-Short Investing
Do ex-pathologists make great long-short investment managers? What is the concept of terminal value and how can you select a target company that will be generating a stream of free cash flow for it's shareholders in a hundred...
