4 min read

Thematic Investors: Arvind Sanger on Long-Short Energy Transition Investing

Feb 26, 2025, 11:30:14 AM

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...

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6 min read

Thematic Investors: Plus Tick Management Exploring Old School Hedge Fund Returns

Dec 5, 2024, 10:40:08 AM

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...

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4 min read

Thematic Investors: Will Homan-Russell on Asset Allocation Strategies in Shipping

Oct 14, 2024, 11:23:31 AM

Can shipping be a play for leading asset allocators today? How will this theme be impacted by geopolitical tensions and the demand for new ships as we close out the year? Our latest Thematic Investors podcast powered by Vidrio...

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5 min read

Thematic Investors: Gavin Baker Blending Sci-fi, History and Literature for Tech Investing Success

Jul 1, 2024, 10:08:00 AM

Gavin Baker of Atreides Management, LP, engages in a deep dive with host Kieran Cavanna on his journey to honing a sharp focus in tech investing and explores the potential transformative bubbles looming for institutional...

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