6 min read

Thematic Investors: Titan Advisors on Maintaining Focus to Build Resilient Portfolios

Mar 2, 2026 9:45:22 AM

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...

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4 min read

Thematic Investors: A Front Row Macro Investing Seat to the World with Rob Citrone

Feb 3, 2026 10:21:33 AM

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,...

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5 min read

Thematic Investors: High Ground Investment Management on the Pathology of Long-Short Investing

Nov 20, 2025 11:15:44 AM

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...

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5 min read

Thematic Investors: Winning Strategies in Macro Hedge Fund Investing: RV Capital and PinnBrook Capital

Sep 9, 2025 10:19:22 AM

What drives the appeal of macro hedge fund investing for investment professionals, and how does this approach position institutional investors for long-term success? In this episode of the Thematic Investors podcast, we speak...

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