Finding Alpha Fidante

Given the uncertainty created by a looming US election, interest rate expectations constantly readjusting and geopolitical risks, having additional sources of diversification in portfolios can provide protection during periods when volatility spikes and markets are stressed.  In this episode, Gopi Karunakaran shares how a pure relative value investing approach can play a defensive role in portfolios without relying on duration and credit. 

With February’s reporting season in the rear view mirror, Catherine Allfrey from WaveStone Capital describes it as a roller coaster.  In this episode, Catherine shares her view on the banks, resources and M&A activity as well as what to look out for in the months ahead.

Successful investing in small caps is as much about what you don’t invest in, as what you do.  Stephen Wood, Principal at Eiger Capital, has built his successful track record on taking a prudent approach.  As markets rally and reporting season begins, we discuss Eiger’s view of the market and how to find value.

In our latest episode, Sinéad speaks to Hubert Aarts, Deputy CIO of Impax Asset Management on the tailwinds for environmental investing led by technological innovation and the transition to Net Zero.
 

In our first episode, Sinéad Rafferty CFA, Senior Investment Specialist at Fidante, speaks to Matt O’Mara, a Partner at Apollo on the role that alternatives can play in portfolios, particularly in world of higher rates and higher correlation between publicly traded stocks and bonds.