In our latest episode of the Thematic Investors podcast, host Kieran Cavanna sits down to discuss emerging market credit opportunities with the founder and managing partner of Sandglass Capital Management. Please listen to this...
4 min read
Thematic Investors: Genna Lozovsky on targeting emerging market credit investment opportunities
4 min read
Thematic Investors: Analog Century Management a Billion Dollar Perspective on Hard Technology
How are investors focusing on hard tech investments and AI trends today? Will China play a deeper role in terms of this type of technology and cutting-edge semiconductor investment? In our latest Thematic Investors podcast, Val...
4 min read
Thematic Investors: Arvind Sanger on Long-Short Energy Transition Investing
How can a fund manager capture above average returns in targeting energy transition strategies? In this latest episode of Thematic Investors podcast, we sit down with Geosphere Capital Management, Arvind Sanger to get more...
6 min read
Thematic Investors: Plus Tick Management Exploring Old School Hedge Fund Returns
Exploring distressed equity and credit for opportunities that can generate above average returns for institutional investors isn't always easy. However, if you can identify a catalyst to bring those distressed investments back to...
