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

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

In this latest episode of Thematic Investors Podcast, host Kieran Cavanna, Chief Investment Officer and Co-Founder, Old Farm Partners is joined by Will Homan-Russell, Chief Investment Officer, WMC Capital. Will brings his expertise on global shipping investment plays and how various market forces can impact the future of this industry.  Each year, there are around …

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

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

Michael Steinhardt offered invaluable insights into investing, emphasizing the importance of conviction, balance, and the willingness to acknowledge mistakes. This rings especially true in the dynamic world of technology investments, where assessing asset pricing and risk in areas like artificial intelligence, application software, GPUs, and data management is crucial for success. In this latest episode …

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Thematic Investors: Scott Bessent a Global Macro Veteran on the Path Ahead

Thematic Investors: Scott Bessent a Global Macro Veteran on the Path Ahead

Legendary basketball coach Pat Riley was once quoted as saying, “Keep the main thing, the main thing”, which is a great tip for anyone wishing to enter the field of macro investing on the global stage. Everyone has similar data but the secret is how you interpret that intelligence in terms of risk, economic indicators, …

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Thematic Investors: James Davolos on why investors can’t paint-by-the-numbers in real asset investing

Thematic Investors: James Davolos on why investors can’t paint-by-the-numbers in real asset investing

Looking for asymmetry in the institutional investing space, and making it a part of your core competencies is not an easy task. In many instances, this requires hard work built on chasing down inefficiencies in the market and going into research overdrive on an idea where very little sell-side coverage exists. This is where great …

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Thematic Investors: Stuart Mitchell on the Investment Sale Across Europe

Thematic Investors: Stuart Mitchell on the Investment Sale Across Europe

When looking at European investments how will the UK, France, Germany, Spain, and Italy align on energy transition, innovative technology growth, financial services, and more? How can institutional investors capture this market when comparing them against more attractive U.S. opportunities? In our latest episode of the Thematic Investors podcast, host, Kieran Cavanna, speaks with Stuart …

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Thematic Investors: Alan Bezoza, DigitalBridge on finding the shiny penny in telecom investing

Thematic Investors: Alan Bezoza, DigitalBridge on finding the shiny penny in telecom investing

In the fast-paced world of institutional investing, the speed of innovation varies across different sectors. However, in the realm of telecommunications, investment strategies are constantly evolving. Whether your focus is on the cutting-edge upstream products like carriers, data centers, and telecom companies, or the dynamic downstream products such as semiconductors and the intricate supply chain …

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Thematic Investors: Why Institutional Investors Should Consider Uranium

Thematic Investors: Why Institutional Investors Should Consider Uranium

When it comes to institutional investors exploring alternative energy sources uranium and nuclear energy present an intriguing opportunity. With the pressing need to address high global energy demands and combat climate change, this is an energy source that should not be underestimated. However, concerns still exist in terms of supply and demand as well as …

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Thematic Investors: Fueling Technological Breakthroughs in Energy Transition

Thematic Investors: Fueling Technological Breakthroughs in Energy Transition

Back in 1962, President Kennedy declared that by the end of the decade the United States would have a man on the moon. Energy transition is an entirely different animal where the  technology, consumer sentiment, and politics will require further progress before we can declare victory. In this inaugural episode, Kieran Cavanna, CIO, Old Farm …

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