How is the demand for US power growth impacting energy investing, regulation, affordability, and overall reliability? Is there enough flexibility in the system to ensure future build-outs and ensuring supply chains aren't...
7 min read
Thematic Investors: Fast-Tracking the US Grid - Policy, Power Demand, and Infrastructure
6 min read
Thematic Investors: Envestra Capital on Investing in Europe's Energy Transition
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: 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,...
