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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4 min read

Thematic Investors: Sio Capital on Balancing Success and Catalysts in Healthcare Investing

Jun 23, 2025 11:37:17 AM

Join us for the latest Thematic Investors podcast featuring Dr. Michael Castor where he reveals short selling strategies for healthcare investing and where you can find the right targets for today's investment opportunities. See...

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5 min read

Thematic Investors: Targeting Investments in Commodities with John Ciampaglia

May 21, 2025 7:16:03 AM

How are precious metals and critical material investments helping institutional investors today? Will tariffs derail any real gains in these categories, and how much does China control? This is just the tip of the iceberg when...

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